Author: Brandon Jones

As with many aspects of military life, try to begin with the end in mind. You should be building and iterating a five year plan as you look ahead to a career in financial planning but also as you approach the various aspects of military life in the interim. Part of that is defining “enough” ahead of time so you ultimately build toward the life you want. Being intentional about this evokes the Japanese concept of ikigai, or your reason for being. In this episode Forrest and Daniel share how you can build your five year plan towards the life and career you want!

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Andrea Clark, CFP, joins us this episode to talk about her career journey as a military spouse, earning the AFC and CFP credentials, working as a base financial counselor, and ultimately launching her own financial planning firm. As a longtime military spouse and financial counselor for military families, Andie brings a wealth of knowledge and experience to this interview. In this interview she shares her career journey, how being an AFC helped her develop critical soft skills working with clients, what ultimately drove her to launch her own practice, and many of her favorite resources along the way. Andie’s career path shows what might be possible for you too! 

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While this might be a later stage firm topic, begin with the end in mind. True financial planning is always in service of the client and what’s best for them. Sometimes, you will encounter situations where a client wants or needs “X” and for whatever reason, you don’t do “X.”

A mismatch in communication is often the culprit here. Ultimately though, sometimes you need to fire a client. In this episode we share some thoughts on how to go about it.

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Good financial planning is a team sport. Don’t go it alone but instead be intentional about building a support network around you! That involves family and your partner as well as friends, colleagues, peers, mentors, and more. In this episode, Forrest and Daniel talk about navigating your professional networks and how to bring all of this together in your own financial planning career.

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True financial planning goes beyond any one topic and holistic advice encompasses all aspects of financial health and wealth. In this episode, we talk about what that kind of planning looks like and how you can work to integrate all aspects in your work. Understand your competency and licenses so you don’t go beyond them. Ultimately, you must also remember that you can’t want your client to do something more than they do.

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Hannah Moore joins us on the podcast to share about FPA Externship, gaining early stage career experience, Amplified Core Planning, her career journey, and so much more! Hannah is a Certified Financial Planner™ and Certified Financial Transitions™ expert. She is the owner of Guiding Wealth, host of the podcast You’re A Financial Planner, Now What, heads up the FPA Externship program, and has also created the new Amplified Planning CORE program.

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There are 2 ways for candidates to fulfill the experience requirement for CFP® certification: the 6,000 Hour Standard Pathway or the 4,000 Hour Apprenticeship Pathway. You can earn qualifying experience in a number of ways, from engaging with clients directly to supporting the financial planning process to teaching financial planning-related courses. Daniel and Forrest share their experience and recommendations for you to advance your career experience and how you might be able to accumulate many of these hours before your military separation.

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Coaching vs advice? Why is this distinction so important?  In a word–regulation.

Anyone can give financial advice, for free (you get what you pay for).

Once you hold yourself out as a coach, advisor, counselor, or any other position for which you receive compensation, then you need to be mindful of what advice you’re giving, and whether you’re properly licensed. Don’t mess this up as it can get you in hot water.

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Understanding health insurance for your own/family situation is great practice for real financial planning — you can add MASSIVE value to your clients in this area. Even though this is different from Tricare, it’s also not as much of a black box as you might otherwise think once you start to understand how it all works. Even if you are a military retiree who will have Tricare, you should still listen to this episode to learn how to help others/clients.

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