Financial Coaching for Veterans

You earned your benefits.
Now make them
work for you.

Finance · Clarity · Growth

Veteran-focused financial coaching covering VA benefits maximization, smart investing, and building a life beyond the uniform — on your timeline.

MoneyMind ConsultingFinance · Clarity · Growth
VA Benefits Maximization
Veteran Investing — TSP, Roth IRA, Index Funds
Retiring in the Philippines
Money Mindset for Veterans
Free veteran finance content on YouTube →

Who This Is For

Built specifically for those who served.

Active duty transitioning out

Navigating separation, understanding your VA claim, and building a financial foundation before you leave the service.

Veterans not using their full benefits

If you're not 100% sure you're getting everything you're entitled to from the VA, you're probably not. Let's fix that.

Vets ready to build real wealth

You've got income, maybe a disability rating, and you want a clear plan — investing, retirement, and long-term financial security.

Disabled veterans (30–100%)

Tax-free disability pay, CRSC, CRDP, SMC — there are strategies specific to disabled vets that most financial coaches don't know.

Veterans eyeing overseas retirement

The Philippines, Southeast Asia — retire abroad on VA pay without losing your healthcare or benefits.

Military spouses & families

PCS moves, deployment budgeting, survivor benefit planning — the financial challenges that come with military family life.

Four pillars.
One mission.

Every coaching session is built around the financial topics that matter most to veterans — not generic advice designed for civilians.

01

VA Benefits Maximization

Understanding and fully utilizing the benefits you've earned — most veterans are leaving significant money behind.

  • Disability ratings & appeals process
  • CRSC vs. CRDP — which is right for you
  • SMC benefits for 100% rated veterans
  • Education benefits (GI Bill, VET TEC)
  • VA home loan strategy
02

Veteran Investing

From TSP allocation to Roth IRA strategy — straightforward investing built around military and VA income.

  • TSP funds — what to hold and why
  • Roth IRA for veterans
  • Index fund basics — no jargon
  • Investing on disability pay
  • Net worth tracking system
03

Retiring in the Philippines

A realistic roadmap for veterans who want to retire abroad — covering visa options, VA benefits access, and cost of living.

  • SRRV Courtesy visa for veterans
  • VA Manila clinic — your benefits overseas
  • Cost of living in Cebu & Dumaguete
  • Banking & transferring money abroad
  • Timeline to retire overseas in 5–10 years
04

Money Mindset

The way you think about money determines everything else. We work on the habits and patterns that hold veterans back.

  • Identifying self-limiting money beliefs
  • Building discipline around a budget
  • Debt payoff strategy & motivation
  • Emergency fund — why vets skip it
  • Planning for life after service

"This isn't advice from someone who read about military finances in a textbook. It comes from someone who's lived it — deployed, separated, navigated the VA, and figured out how to build from there."

Service
U.S. Army — Iraq Veteran, 2004–2005
VA Status
100% Service-Connected Disabled Veteran
Focus
Veteran financial independence & overseas retirement

Programs & Pricing

Choose your level of support.

Start with the tools, level up to coaching when you're ready. Every tier is built specifically for veterans.

Veteran Finance Toolkit
Digital downloads — no calls, no commitment
$27one-time
  • VA Benefits Checklist — know exactly what you're entitled to
  • Veteran Budget Worksheet — built around military & disability income
  • TSP & Roth IRA Starter Guide — plain-language investing basics
  • Debt Payoff Tracker — prioritize and eliminate what you owe
  • Instant download, use immediately
Get Instant Access →
Pinnacle VIP
Full financial transformation — done with you
$597/ month
  • Unlimited coaching sessions
  • Complete VA benefits audit — CRSC, CRDP, SMC deep dive
  • TSP & Roth IRA investment roadmap
  • Philippines retirement timeline & planning
  • Quarterly financial review calls
  • Direct access between sessions
Book a Free Discovery Call

Free Resources

Watch before you buy anything.

The MoneyMind YouTube channel covers veteran finance topics in plain language — no fluff, no upsell, just useful information.

VA Benefits
The only VA clinic outside the USA — and it's in the Philippines
What veterans need to know about accessing VA healthcare abroad, the Manila clinic, and what it means for retiring overseas.
Veteran Investing
How to invest on VA disability pay — step by step
A straightforward guide to starting with a Roth IRA and index funds when your income is tax-free disability compensation.
Philippines Retirement
SRRV Courtesy Visa — the veteran path to retiring in the Philippines
What the Special Resident Retiree's Visa is, who qualifies, and how it fits into a veteran's retirement plan.
▶ Watch on YouTubeNew videos on veteran finance every week — free, always.

From first call to financial clarity.

01

Free Discovery Call

30 minutes. We learn where you are, what you want, and whether we're the right fit. No pressure, no pitch.

02

VA & Financial Audit

We map your full picture — VA benefits, income, debts, investments — and find what's missing or underutilized.

03

Your Action Plan

A prioritized, step-by-step plan built around your specific situation, goals, and timeline.

04

Ongoing Coaching

Regular sessions to execute, adjust, and stay on track — as your life and finances evolve.

A free call. No commitment.

30 minutes to find out exactly where you stand and what's possible. If it's not a fit, you'll still leave with something useful.

Book Your Free Call →