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The Veterans Financial Plan Initiative, hosted on the Community and Empowerment Hub, is designed to provide veterans with the resources and support they need to achieve financial independence and success.
This initiative is tailored to address the unique challenges faced by veterans, offering comprehensive tools, educational programs, and personalized assistance to help them manage their finances, start and grow businesses, and plan for a secure future.
The mission of the Veterans Financial Plan Initiative is to empower veterans through financial education, enabling them to build sustainable wealth and improve their quality of life. By providing targeted support and resources, we aim to create a pathway for veterans to achieve financial freedom and contribute positively to their communities.
Unlock comprehensive financial education, personalized support, business planning, and resources for financial independence and long-term success.
We are dedicated to helping veterans manage their finances and plan for a secure and prosperous future. Our service is designed to be simple and straightforward, ensuring you get the support you need without any hassle.
Leave a Message: Provide us with some basic information about your financial situation. Include your name, monthly income, and a breakdown of your monthly expenses.
Contact Information: Make sure to include your phone number or email address so we can reach you for any follow-up questions.
Receive Your Plan: One of our experienced financial advisors will review your information and create a personalized financial plan tailored to your needs.
To help you get started, here’s an example of the type of information to provide:
"Hi, this is John Smith. I’m a single veteran living alone. My monthly income is $3,000 from my job and $1,200 from my VA benefits. My basic monthly expenses include $1,000 for rent, $200 for utilities, $300 for groceries, $150 for transportation, and $100 for phone and internet. I also have $200 set aside for miscellaneous expenses. I’d like to start saving for the future and would appreciate any advice you can offer. You can reach me at (845) 555-1234. Thank you."
Ready to take control of your financial future? Leave us a message with your details, and we’ll help you create a plan that sets you on the path to financial security.
If you have any questions or need assistance, feel free to contact us at support@veteransfinancialservice.org or Text us at (845) 600-9767.
To keep our services affordable and accessible, we propose the following sliding scale pricing based on income levels. All fees are kept under $250 to ensure affordability.
Income Level: $40,001 - $60,000
Eligibility Criteria: for FREE PLANNING SERVICES
Our services are available to all veterans. For those who do not qualify for free planning services, a sliding scale is used. This helps us support other veterans while ensuring that everyone has access to the support they need.
To keep our services affordable and accessible, we propose the following sliding scale pricing based on income levels. All fees are kept under $250 to ensure affordability.
The Veterans Financial Plan Initiative is dedicated to empowering veterans by providing the education, tools, and support necessary for financial success. Through personalized assistance, comprehensive resources, and a strong community network, we aim to make a significant impact on the lives of veterans, enabling them to achieve their financial goals and improve their overall well-being.
Aaron Kershaw has compiled a comprehensive guide for veterans, which includes:
Help us out fill out a Intake sheet no names or addresses needed will follow up with you and you will tell us something you entered as an identifier.
it's easy to fill out with complete how-to instructions.
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