Military Discount

  *]:pointer-events-auto R6Vx5W_threadScrollVars scroll-mb-[calc(var(--scroll-root-safe-area-inset-bottom,0px)+var(--thread-response-height))] scroll-mt-[calc(var(--header-height)+min(200px,max(70px,20svh)))]" dir="auto"> RobertsonCFP Military Plan Created for Those Who Serve As a small way of saying thank you, the RobertsonCFP Military Plan provides Service Members, Veterans, and their families with full access to the RobertsonCFP financial education platform, including courses, tools, resources, worksheets, calculators, and community support. This program is personal to me. I served for 30 years in the U.S. Army and Army Reserve, beginning my military journey as a Private (E-1) and retiring as a Colonel (O-6). Along the way, I had the privilege of serving alongside some of the finest men and women our nation has ever produced. I understand the unique financial challenges military families face—frequent moves, deployments, transitions, retirement decisions, and the sacrifices that come with serving something larger than yourself. Throughout my career, I deployed to multiple countries, worked with military families around the world, and later served as a Personal Financial Counselor helping Soldiers and their families navigate important financial decisions. The RobertsonCFP Military Plan is my way of honoring that experience and giving back. Whether you're just beginning your military career, preparing for retirement, transitioning to civilian life, or simply trying to gain greater control of your finances, you'll find practical, easy-to-follow education designed to help you build a clear financial plan and move forward with confidence. What You'll Receive Full access to all RobertsonCFP courses and educational modules Financial planning worksheets, templates, and tools Retirement planning resources Investment education resources Debt management and cash flow planning tools Goal-setting and financial planning workbooks Access to future course releases and platform updates Community support and ongoing educational content Our Mission Most people don't have a money problem—they have a planning problem. The goal of the RobertsonCFP Military Plan is to help military families move: From confusion to control. From stress to confidence. From financial uncertainty to a clear financial plan. To every Service Member, Veteran, and military family member who has worn the uniform, supported someone who has, or sacrificed on behalf of our nation: Thank you for your service. Thank you for your sacrifice. It is an honor to serve you. Mark Robertson, CFP® Retired U.S. Army Colonel 30 Years of Military Service Certified Financial Planner™ Founder, RobertsonCFP®

$10.00 USD every year

Friends & Family

If I invited you to this page, it's because you're someone I care about. I wanted to make my entire financial education platform available to you because I genuinely hope it helps you and your family build a brighter financial future. Thank you for allowing me to be part of your journey.

$10.00 USD every year

Free Module 1: Vision, Mission & Goals

What you'll get with this course: Guided Vision Exercise Personal Mission Builder Goal-Setting Framework Downloadable Worksheet 20-minute completion time

Free

Annuities Made Simple

Understand annuities before you buy. This balanced 10-module course explains types, fees, commissions, surrender charges, riders, insurer strength, and key contract questions—so you can decide with confidence whether an annuity fits your plan.

$49.00 USD

Financial Plan Quick Start Guide

Free

RobertsonCFP Community Membership

Build Your Financial Plan. Stay Motivated. Reach Your Goals. The RobertsonCFP Community is more than just another financial membership. It’s a guided support system designed to help you take control of your finances, stay accountable, and confidently build your own personal financial plan — step by step. Whether you’re just getting started or looking to organize and optimize your financial life, the community gives you the education, tools, coaching, and encouragement to keep moving forward. Your Membership Includes Full Access to the DIY Financial Planning Course Gain access to the complete step-by-step financial planning system designed to help you: Clarify your vision and financial goals Improve cash flow and budgeting Build your emergency fund Eliminate debt strategically Plan for retirement Organize investments and insurance Create a comprehensive financial plan Financial Planning Workbooks, Templates & Tools Access practical resources designed to help you apply what you learn: Fillable worksheets Net worth and cash flow tools Budgeting systems Debt payoff planners Retirement calculators Goal tracking dashboards Financial checkup tools Monthly Live Group Coaching with Mark Robertson, CFP® Join live coaching sessions where you can: Ask questions Get guidance and encouragement Learn practical financial strategies Stay accountable to your goals Hear real-world insights from over 25 years of financial planning experience Monthly Live Webinars Each month we’ll explore important financial topics such as: Investing basics Retirement planning Building wealth Tax strategies Insurance and protection planning Real estate decisions Financial mindset and behavior Major life transitions Private Member Community Connect with other motivated individuals working toward financial clarity and independence. Share wins, ask questions, exchange ideas, and learn from others on the same journey. Gamification, Challenges & Accountability Building a financial plan takes consistency. The community includes: Progress tracking Milestone badges Challenges and accountability activities Recognition inside the community Motivation systems designed to help you stay engaged and moving forward Early Access to New Courses & Features Members receive early access to: New financial planning modules Tools and calculators Challenges and workshops AI-powered planning features Community enhancements and beta features Why This Community Is Different Most financial advice is either: generic information with no guidance, or expensive one-on-one planning that puts someone else in control. RobertsonCFP was built for people who want to take ownership of their financial future while still receiving structure, education, accountability, and professional guidance along the way. This is DIY financial planning — but not by yourself. Start Building Your Financial Future Today You don’t need to be wealthy to create a financial plan. You simply need a clear process, the right tools, and a supportive community to help you stay on course.

$423.00 USD every year