Get After It
Your Roadmap to Win with Money
Your financial life is a journey. We meet you where you are.
MoneyArmor™ Membership
Financial Coaching
Estate Planning
ARMOR UP
MoneyArmor™ Membership*
Are you asking yourself questions like:
Am I taking the right amount of risk?
Am I using my income wisely?
Do I have the right mix of assets?
How much wealth do I need to make work optional?
If those questions sound familiar, you can join your peers across the nation in our self-directed, on-demand financial coaching and educational membership. We’ll guide you through our MoneyArmor™ Millionaire Roadmap – even arming you with some advanced know-how along the way.
Membership is great for our Federal Agent & Hero Families (Teachers, Nurses, Firefighters, Law Enforcement & Military to name a few) that are just starting out or aren’t quite ready for 1:1 ongoing financial planning. If you want to level-up your financial life, this membership is for you.
* Coaching & Educational services provided by Charles Michael Financial LLC; wholly-owned by Charles M. Feehely, CFP®. These services are offered independently from our advisory and securities business at Valor Wealth Partners.
STEP UP
Financial Coaching
Are you asking yourself questions like:
How can I reduce debt?
Am I saving and investing properly?
How do I build wealth?
Have more specific questions that you’d like to discuss privately?
For members-only, we offer the ability to engage with Charlie for private Financial Coaching on an hourly basis – giving your personalized overwatch and monitoring as you learn to take full advantage of your income and benefits. You’ll get laser-focused on key financial metrics for Federal Agents & Heroes while building your financial strength.
We’ll work together to reduce debt, save intentionally, and grow your wealth as you journey toward financial independence.
LEAD THE WAY
Estate Planning
Are you asking yourself questions like:
Will our wealth transfer according to our wishes?
How can we protect our wealth?
Are there any gaps in our finances?
Ready to ensure your wealth is properly protected?
For members-only, we offer the ability to engage with Charlie for Estate Planning via our partnership with wealth.com. You’ll get private portal access to create your state-specific documents tailored to your family. Maintain your plan in a modern, digital platform and visualize how all of your assets are protected.
This is life and financial coaching that is highly customized to help guide you through major financial decisions.