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I Need to Get Started.



If you’re a Company Grade or Junior Officer or a Field Grade or Mid-Grade Officer who needs to get started, we’re here for you.

There are a lot of reasons we never get around to putting our financial affairs in order. It could be you’re not confident enough to get started, or perhaps you need to get your spending under control, or just maybe you’ve been off fighting and winning our nation’s wars. If you’re ready to put your financial life in order and need some guidance along the way our financial coaching service is designed for you.

Our Financial Coaching service will help you get your debt under control, understand your spending, protect your family from life’s risks, and start investing toward some basic goals.  We’ll help you take full advantage or the Thrift Savings Plan (TSP) whether you’re under the legacy retirement system or the new Blended Retirement System (BRS) and we’ll make sure you don’t miss important opportunities like the Savings Deposit Plan (SDP) when you deploy to a combat zone.  And when you’re working through tough financial decisions, like buying a home, we’ll help with that too.

Financial Coaching Fees start at $1,800 per year ($150 paid monthly).

Learn more about this level of service

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The best way to start any journey is to determine where you are.  Get started towards a organized, fulfilling financial future by clicking on the button below.

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Disclaimer
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.