The Program
The S.H.I.E.L.D. Framework
A comprehensive 4-session financial coaching program built specifically for first responders and their families.
The 6 Steps
Every letter has a purpose.
S — Set Your Foundation
Net worth, cash flow, and financial baseline. Know exactly where you stand.
H — Handle Your Debt
Debt inventory, payoff strategy, and PSLF eligibility for qualifying loans.
I — Invest for the Future
Pension analysis, retirement accounts, and long-term savings strategy.
E — Envision Your Life
Life goals worksheet and values-based spending plan aligned to what matters to you.
L — Leverage Your Income
Overtime budgeting system to maximize every dollar, including irregular income.
D — Deploy Your Plan
90-day action plan and annual review checklist. Leave with a real roadmap.
⚡ Founding Member Offer · Limited to 10
Foundation Package
$500 one-time
Then Monthly
$99/mo months 1–6
$179/mo locked in after month 6
Future clients: $225/mo
- 4 coaching sessions (in-person or virtual)
- 12 personalized financial deliverables
- Complete SHIELD Framework walkthrough
- PSLF eligibility check
- Pension & retirement analysis
- 90-day action plan
- Monthly check-ins included
Only 10 founding member spots available
Get Started
Secure your founding member spot before May 1st.
Book a free 30-minute discovery call. No commitment, no sales pitch — just an honest conversation about your financial future.