First Command Financial Services
At First Command, we are committed to helping service members and their families get their financial lives squared away, and to making a positive difference in the military community.
Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:
1. Helping them set specific and meaningful goals that are aligned with their values
2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals
3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan
4. Making strategic adjustments in their plan as their circumstances and goals evolve over time