Hear Joshua Share Insights on Faith, Finance & Freedom
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Insights & Perspectives
You’ve served with purpose now it’s time to plan with purpose. Explore our blog for insights on retirement planning, military benefits, and building wealth in the digital age.
Should You Take or Decline SBP? A Decision Guide for Military Retirees
A plain-English framework for the Survivor Benefit Plan election: what SBP costs, what it pays, how it compares to life insurance, and the factors to weigh before you decide.
Field Notes on Faith, Finance & Freedom
Retirement Strategy
From Combat Pay to Retirement Pay: Your 3-Phase Battle Plan
Read this edition →
TSP
Your TSP Doesn’t Follow Orders Anymore
Read this edition →
Fee-Only Planning
Door Knockers, Stock Pickers, and Real Financial Planning
Read this edition →
Field Notes
The Quietest Win of My Deployment
Read this edition →
Faith & Finance
How to Align Money With Mission
Read this edition →
Leadership
The Apprenticeship You Didn’t Choose
Read this edition →
Meet Joshua Brooks, CFP® — Founder. Planner. Fellow Veteran.
After two deployments — first as an enlisted infantry Soldier, later as an Army Reserve chaplain — I saw that veterans needed more than investment advice. They needed a trusted ally to help them steward their resources with purpose and peace.
In the News
Independent commentary from Joshua Brooks, CFP®, quoted in the national financial press on retirement, military benefits, and personal finance.
USA TODAY
Does cutting Starbucks and DoorDash really save money?
Read on USA TODAY →
Reuters
Gen Z, entrepreneurship, and a healthy instinct for risk
Read on Reuters →
