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Fee-Only Financial Advice for Military Veterans and Federal Civilians

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Amy King began her military career in 1994 in the US Naval Reserves. Desiring to serve as an officer, Amy transitioned to the US Army Reserves and the US Army ROTC. She was commissioned a Second Lieutenant and entered active duty in 1997 where she served for approximately 22.5 years.

Amy retired from the US Army in 2019 and began her career as a financial advisor. As a Military Veteran who was married to a Federal Civilian spouse, Amy has an insider’s understanding of the challenges and benefits of the military and Federal Civilian systems.

Amy is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Federal Employee Benefits Consultant     .  She’s built her expertise and her firm specifically to help Military Veterans and Federal Civilians address the unique challenges they face while leveraging and maximizing unique benefits. 

Amy is a proud member of the Military Financial Advisors Association, National Association of Personal Financial Advisors, and the XY Planning Network.


What we Do


Ongoing Financial Planning

Fee Only Advice

  • Three service tiers

  • Initial agreements are either 6 months or 12 months to produce a financial plan and recommendations

  • Ongoing monitoring and implementation optional

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Project-Based Financial Planning

Ideal for DIYers / One-Time Plan

  • A short-term engagement to address your areas of focus.

  • Examples - education planning; withdrawal strategies for tax efficiency; a snapshot of your preparedness for retirement; etc).

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Schedule a Consultation

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