After nearly a decade as a traditional financial advisor, I am reshaping how financial planning and financial advice for the military works. Bold statement, I know! The truths I discovered while floundering through my own transition from the military drove me to reevaluate everything I thought I knew as a financial advisor, and now I want to share what I have learned; not just within my industry, but with everyone who plays a part in the military-to-civilian transition process.
Veterans are struggling. I had reached the level of success I hoped for as a Veteran, but I still wasn’t happy; in fact, I was miserable. It took me years to realize that despite the outward evidence of my success, I was struggling to find meaning in my post-military career. And I wasn’t alone. According to the Blue Star Families Survey, the stats around Veteran Transition are unsettling:
– 46% of post-9/11 veterans reported that it took longer than expected to find employment.
– 47% of post-9/11 veterans reported they are not working in their preferred career field.
– 34% find it difficult to establish a sense of purpose, value, or meaning in post-military life.
And these are just the veterans who participated in the survey! I can only imagine how the results would look like if all veterans reported their honest answers.
I take a lot of pride in the work I have done as a financial advisor over the last decade, but I also discovered that something was missing from the standard financial planning process. It wasn’t enough to help my military and veteran clients make a budget, invest, and save money. Sure, I helped them prepare to be financially secure later in their lives, but I wasn’t doing anything to help them with a much more immediate challenge: how to maximize their opportunities as they transitioned out of the military and back into civilian life.
That’s why my company created Military Transition 2.0. At Be Financially Fit, LLC., we now help active-duty military and recently transitioned veterans plan for healthy transitions to civilian life. I help my clients understand and manage their unique financial opportunities. But financial life is about much more than money; though our military service may be complete, new opportunities to serve our communities are still ahead of us. My most satisfied clients are those who seek me out to give them one-on-one advice and support as they clarify and embark on a new mission; one that will lead them to both financial stability and personal life fulfillment.
Military Transition 2.0 In Action
I am proud to be leading a community of veterans and soon-to-be veterans who are committed to serving our country in this next new and exciting phase of their lives. Our Military Transition 2.0 Seminar in San Diego, CA is already a huge hit! This one-of-a-kind seminar is uniquely designed for service members and veterans who want to transition with intention. Our webinars offer next-level information about financial planning and the transition process. Participate as the starting point in discovering your next mission, or build upon what you learned at one of our seminars. We are going above and beyond financial planning 101 and really digging into the realities of what money means to our service people today.
RSVP for our next seminar in San Diego, visit: www.Military2Veteran.com
RSVP for our next webinar, visit: [ Get Updates Here ]
On our Facebook Live shows, we discuss anything and everything around Military Transition 2.0! Enjoy book recommendations and discussions, interviews with top military transition experts and fellow veterans, and much more!
Company Name: Elise Publicist
Contact Person: Elise Marie Michelle Arnaud
Address:88 Rue du Faubourg Saint-Honore
City: Paris 75008