Lambs to Lions
How you win the battle for Financial Independence.
Morgan
Young Federal Agent just starting out and winning with money by deploying our MoneyArmor™ Millionaire Roadmap system.
Wyatt & Josephine
Growing family taking charge and making big steps toward better Financial Wellness.
Jillian & Frank
Established family ready to protect their wealth and take the next steps after careers in service to others.
Note: To protect the innocent (and to ensure client privacy) these are hypothetical cases for illustrative purposes only.
Morgan
Young Federal Agent just starting his career and charting his financial future.
Morgan
Age: 28
Marital status: Single
Occupation: Deputy U.S. Marshal
Situational Awareness
After a tough academy experience where he earned his silver star, Morgan reported to the West Palm Beach, FL office, ready to start doing good. Morgan vaguely recalled a day at the academy when he filled out some HR paperwork, selected a health plan and some kind of TSP fund before quickly being shuffled outside for a 5-mile run to the ATF demolitions gate. It was a whirlwind at the time. Now that he was finally set up to start elevating his career, he wanted to make sure that his finances were going in the same direction.
Morgan Needed
- To get oriented to his finances and understand the big picture
- To understand what moves he could make right now to be better with money
- To track his progress
We Helped Morgan
Build his financial armor
Using our membership, Morgan dug deeper into his financial education at times convenient for him. He started to better understand where his money was going, keep it flowing to the right places, and prevent it from sliding into the wrong places. Morgan was slowly starting to get oriented and align his money with his values.
Gain confidence
Through ongoing access to a financial coaching and educational platform, Morgan is building resiliency to outside interference and is more confident around his finances. Based on the monitoring of his financial health, Morgan was also able to understand what financial moves were working for him right now.
Track his money
With our software, Morgan can now see his progress report showing how he is moving along in the journey toward financial independence. Morgan knows we are quietly on overwatch from a distance, providing insight and tools to monitor his financial health.
After-Action Report
For Morgan, the MoneyArmor™ Membership simplified the complex. Through ongoing access to a financial coaching and educational platform, Morgan is building a rock-hard foundation around money. The MoneyArmor™ Millionaire Ops Plan (MOP) is providing him a clear map until he gets to the next level of wealth. It’s straight-shooter coaching. In some ways we knew Morgan better than he knew himself. We’ve been there before…made mistakes…adjusted…and carried onward.
At our deepest, we simply want you to armor up and be a better you.
Wyatt & Josephine
Growing family ready to take control of their money and take big steps toward Financial Independence.
Wyatt & Josephine
Ages: 35 & 34
Marital status: Married
Occupation: Supervisory Deputy U.S. Marshal & Realtor
Situational Awareness
Wyatt and Josephine just moved across the country and settled into a new duty station in Tombstone, Arizona. Wyatt is now a few steps into his GS-13 and Josephine sells luxury homes for a local builder. They’re earning a great household income, but have little in savings. They want to be financially responsible, acting as good role models to their young son. They’re ready to start working with a Financial Advisor so they can live adventurously today, but still plan for needs tomorrow — things like paying for their son’s college education and knowing how and when to retire from federal service.
Wyatt & Josephine Needed
- To understand their savings rate
- To get guidance on how to pay for college
- To plan for a retirement that will happen much earlier than the average
We Helped Wyatt & Josephine
Set up an aggressive savings plan
We built a strategy for monthly savings, including adding a separate emergency fund. We dialed back purchases that they really didn’t value and dialed up that which they valued most. This gave the family peace of mind that they were prepared for inevitable bumps in the road.
Step up and take charge
With us as a guide, Wyatt and Josephine began to get laser-focused on their key financial metrics. This allowed them to step up and select an option to fund college that suited them best.
Prepare for federal retirement
Wyatt’s federal career would likely end after 20 years, significantly earlier than the average human. We helped the family understand the basics of the TSP and outside investment vehicles, giving them a sound education and action steps to take right now. We wanted them to build enough wealth that they would have options for life after punching out of federal service. Soon the family started to model positive money habits for their son. They began to tune out the noise of hyperconsumption. Wyatt and Josephine were quickly gaining clarity and confidence around their money.
After-Action Report
Wyatt and Josephine now feel more relaxed and at peace. They’ve been intentional with their money by staying organized and taking actionable steps outlined in the MoneyArmor™ Millionaire Ops Plan (MOP). The family knows we are quietly in the shadows guiding them when needed. During their walk toward financial independence, they are building financial strength that is as solid as steel.
Jillian & Frank
Established family ready to protect their wealth and make plans for a life after service.
Jillian & Frank
Ages: 48 & 50
Marital status: Married
Occupation: Special Agent in Charge & Teacher
Situational Awareness
Jillian is nearing retirement after an adventurous career in white-collar criminal investigations. Her husband Frank works as a physical education teacher at a local elementary school. With two teenage children, the family wants to discuss the next chapter of their life. They want to organize their finances in preparation for retirement, protect their nest egg by managing risk, and get their estate plan in order. Ensuring their wealth passes to their children according to their own wishes is critical.
Jillian & Frank Needed
- To clarify their cash flow
- To ensure they’re on track for retirement
- To prioritize estate planning and protect their wealth
We Helped Jillian & Frank
Make a clear retirement plan
We sat down with Jillian and Frank and reviewed their financial picture with strong visuals and in plain terms. We talked about cash flow, making sure they understood how their current income and spending may affect their goals moving into retirement.
Complete their estate planning
We explained the “WHY” behind this type of planning and showed them which estate documents were of importance. It was a clear path forward to ensure their daughters would be cared for and their wealth protected.
Live purposefully
With us as a guide, Jillian and Frank began to lead the way for their family. Both had fully embraced the idea of living differently. They were able to tune out the noise and pressures of society’s hyperconsumerism and use money their way…according to their values.
After-Action Report
Gaining a clearer picture of their finances through the MoneyArmor™ Millionaire Ops Plan (MOP) has given Jillian and Frank a deep sense of confidence. They know they are on track to maximize their wealth for generations to come. Likewise, protecting their family and their wealth through an estate plan now provides them a new level of peace.