Financial Coaching for Heroes!
Join other Federal Agents & Front-Liners across the nation in building your Financial Suit of Armor.
We'll Guide You Through Financial Planning Fundamentals
If you want to level-up your financial life, this membership is for you!
ARMOR UP
Adventure Today
A Plan for Tomorrow
This is straightforward financial coaching and education for those who want to win with money, but don't know where to start. It's an entry point, designed to guide you and stick with you over the years. You may be a great fit if you are just starting out on your money journey or aren't quite ready for 1:1 financial planning with a professional.
We all ask ourselves:
Join Fellow Members to Receive:
MODULE 1
Financial Monitoring Software
Private portal access to Elements®, our cutting-edge software.
Build out your Net Worth and Financial Scorecard to get oriented to your finances. Monitor your financial vital signs right from the convenience of your mobile phone…and it’s all on one elegant dashboard personalized for YOU!
MODULE 2
Quarterly Financial Progress Reports
Track your wins.
We think it’s critical for you to see how you are improving over time. Competition - with yourself - can breed excellence. Time to get in the fight for your financial independence!
MODULE 3
Financial Planning Armory
Gain clarity and confidence via the MoneyArmor™ Finance Course as you build a strong education around your money. We've also included -MoneyArmor™ Moves - our tips and best practices placed in key areas throughout the platform. Be on the lookout! In Development - Our Armory will be built out and released over time based on YOUR feedback.
MODULE 4
Office Hours
Regular webinars to bring the community together. We use these sessions to review relevant financial topics and engage Q&As from members. This allows us to direct our content to what’s top of mind for YOU!
MODULE 5
Content Library
Financial overwatch via a growing vault of financial videos, flowcharts, checklists and more. Our goal is to keep adding that which is most impactful to you and yours!
OPTIONAL UPGRADE
1:1 Financial Coaching
Have more specific questions that you’d like to discuss privately?
For members-only, we offer the ability to engage with Charlie for personalized financial guidance on an hourly basis. (Note: this add-on service incurs an additional fee).
OPTIONAL UPGRADE
1:1 Estate Planning
Need to build a new estate plan or make updates to an existing plan?
For members-only, we'll walk you through our process to receive your:
- Modern digital platform to sync and visualize everything you own
- Choice of state-specific plans & documents tailored to your family
- Secure digital storage for your plan and other important documents
- Ongoing education & resources to keep your plan up to date and valid
(Note: this add-on service incurs an additional fee).
Live the Adventure of Today!
Get oriented to your finances. See your financial vital signs all in one place and feel the confidence and clarity you need to move toward Financial Independence!
Build an Emergency Fund!
Craft a plan to pay yourself first and put those dollars in the right accounts to maximize your savings.
Pay off debt!
Learn to crush credit cards, personal loans and similar debts.
Control Spending!
Develop a spending plan that allows you to trim the excess from your budget and spend without guilt. Dial up spending on what matters most. Dial down spending on that which you don't value.
Optimize your Retirement!
Develop a strategy to save in your TSP, 401k, IRA, HSA and similar accounts for retirement.
Invest like a pro and grow your wealth!
Follow a common sense approach to building wealth that goes beyond retirement accounts. Save for college and optimize your finances with 529s, brokerage accounts and rental properties.
Make Rent or Buy decisions!
Learn whether it's time to rent or buy and then contemplate what you want for the future.
Have an Estate Plan to protect your wealth!
Create an estate plan that puts you in charge of how, when and where your money will go. Protect your wealth and ensure a bright future for your family and pets.
Testimonials
Live the adventure of today!
Before working with Charlie, we had a general, but vague idea of our financial standing...but he truly brought clarity to our net worth in a big way. Charlie helped us identify assets that we didn’t even realize we had until we saw all of our financial information in one place. He also uncovered hidden savings, which significantly increased our savings rate!
Because Charlie took the time to help us understand our finances, we now see that we have more wealth than we thought and can successfully plan for the future with more accuracy. His coaching has given us the knowledge and confidence to take control of our finances and build a secure future, all with our key financial vital signs right in the palm of our hands. I highly recommend Charlie to anyone seeking to gain a better understanding of their financial situation and achieve their financial goals!
- Orlando & Carla L.
Pay off debt!
Working with Charlie has been transformative for our financial future. When we started, we were overwhelmed by how to start attacking credit card debt and student loans, and felt a bit discouraged that we didn't have a clear path to homeownership. Charlie took the time to personally guide us through setting up the Elements app, creating our customized scorecard that gives us complete visibility into our finances. For the first time, we could clearly see where our money was going and how much interest we were paying on debts. This one move alone will save us thousands over the long run and better prepare us to be future homeowners! Thank you Charlie!
- Lindsay & Matt K.
Optimize your Retirement!
Working with Charlie as my financial coach was truly eye-opening. Before our sessions, I had a vague sense of my finances and knew I should be saving, but I felt overwhelmed about where to start. Charlie is helping me see my complete financial picture and is breaking everything down into manageable steps.
Together, we created a realistic savings strategy that balances my current needs with long-term retirement goals. He helped me understand different investment options without making me feel intimidated by the terminology. What I appreciate most is how Charlie tailored everything to my specific situation – this wasn't just generic advice.
- Nathan P.
NICE TO MEET YOU
I'm Charlie
My WHY
This business was built because I’m passionate about helping others forge their financial armor, live with adventure today, and have options once retired.
I founded MoneyArmor™ LLC because I realized it was time to go next-level to help more of our community lean into their own Battle for Financial Independence.
"As iron sharpens iron, so one true friend can sharpen another."
- Proverbs 27:17
Elements® Financial Monitoring App
Get oriented to your money.
Quarterly Progress Reports
Track your financial health.
Financial Planning Armory
Build a strong foundation of money education.
Office Hours
Webinars to provide answers to your financial questions.
Content Library
A growing vault of financial videos, flowcharts, checklists and more.
Optional Upgrades!
Meet with Charlie for Financial Coaching and/or Estate Planning.
(Note: services incur an additional fee)
What We Believe
When you align your money with your values...
Families are bombarded with the idea that...
What is "popular" and "commonplace" is...
Correct financial behaviors are...
There is a lot of distracting...
