Military Life Is Hard

Providing military families guided steps to reach financial freedom

Shouldn't Be

Managing Your Money

Living paycheck-to-paycheck?

You never seem to have any money at the end of the month, and often, you have too much month at the end of your money. I can help you escape this cycle!

EAOS, PCSing, or other military challenge?

I can help you navigate these challenging areas, based on personal experience and best practices of families like yours.

Is your family fully protected, financially?

I’ll work with you, taking a holistic approach, to ensure your and your family are protected from life’s challenges, be it the tax man, accidents, and unexpected events.

Looking to leave a legacy for your heirs?

You’ve done a great job and have some wealth or are beginning to build a good nest egg. Congratulations! I’ll help you develop a strategy to minimize taxes and ensure that your wishes are followed after you pass.

3 Step Coaching Process

1. Uncover Where You Are Now

I’ll help you uncover where you are. But we will be looking forward, not focused on the past

2. Discover Where You Want To Go

I’ll guide you in discovering what wealth and financial success means to you. It will be a unique destination for you and your family.

3. Design And Implement A Plan For Success

We will work together to create a plan that you believe that you can follow to meet your unique family goals

Don’t take my word for it, read what my clients are saying:

This dude is amazing; he’ll put you on the right track. Just one session, you’ll see for yourself.

Michael Gagnon
Groton, CT
Jeremy is a great financial coach who understands the best guidance for YOUR situation. He doesn’t try to box you into a standard but instead takes the standard and ensures you understand it, talks with you about your situation, and guides you into a plan that you will succeed with. I recommend him to anyone!

MIchelle Vera
Groton, CT
I have learned so much through Jeremy’s Financial Coaching. We came to understand money in a whole new light. No longer do you have to “afford” a monthly payment, you spend and purchase according to the actual cost – not just what it will cost you monthly. Our perspective has completely changed!! Thanks Jeremy – we would not have come this far without your help.

Amanda Jones
Groton, CT
Dear Jeremy, Thank you for your prompt and professional service. I enjoyed our skype conference and was impressed with your knowledge of the financial markets and the best way to invest for the long term. For anyone reading this testimonial I highly recommend the services he offers. It’s a low cost valuable stream of information Jeremy provides. I was most impressed that Jeremy doesn’t offer policies to sell you, like most financial advisors. He just charges a very reasonable flat rate and gives sold advice and is a man of good morals. As I am following his advice and working suggested figures into my monthly expenditure I can already see a positive change. As his advice was to me was “tell your money where to go instead of looking back and thinking where did it go”.

Juan Morrion
Southern France

Living paycheck-to-paycheck?

EAOS, PCSing, or other military challenge?

Is your family fully protected, financially?

Looking to leave a legacy for your heirs?

3 Step Coaching Process

1. Uncover Where You Are Now

2. Discover Where You Want To Go

3. Design And Implement A Plan For Success

Michael Gagnon

MIchelle Vera

Amanda Jones

Juan Morrion

Read the Coach’s Blog