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Veteran Wealth Email Course

The 5-Day Veteran
Wealth Briefing

A free email course to help you make disciplined, values-aligned financial decisions around military retirement, benefits, and long-term stewardship.

Free · Educational · Built for veterans and military families

Joshua Brooks, CFP, Army Reserve Chaplain and founder of Exponential Advisors

One mission. Total clarity.

You served with discipline. Your financial life deserves the same clarity.

This briefing helps you identify the decisions that matter most — before transition, retirement, or family responsibility forces the issue.

  • Coordinate military benefits with your broader financial plan
  • Understand TSP, SBP, VGLI, and retirement tradeoffs
  • Build a stewardship-minded plan for your family's future

What you'll learn

Five focused briefings. One clear path.

1Day 1

Identify your financial blindspots

2Day 2

Coordinate military retirement, TSP, and benefits

3Day 3

Think clearly about SBP, VGLI, and family protection

4Day 4

Build a tax-aware, risk-aware investment framework

5Day 5

Create your next-step financial mission plan

Joshua Brooks, CFP®, founder of Exponential Advisors

Why Exponential Advisors

Created by Joshua Brooks, CFP® — Army Reserve Chaplain and founder of Exponential Advisors LLC.

CFP® professionalArmy Reserve Chaplain22 years of Army serviceFee-only fiduciaryTexas-registered investment adviser

Start the 5-Day Briefing

Enter your details and we'll send Day 1 to your inbox right away — including a free Veteran Wealth guide that maps your full picture. Educational, and built for veterans and military families.

Free email course · No pressure · Built for veterans and military families. Unsubscribe anytime.

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Make better decisions, before you are forced to.

Five short briefings. One clear, values-aligned path for your family's future.

Start the 5-Day Briefing