Authors: Jeff Rose

Soldier of Finance

SOLDIER OF
FINANCE

TAKE CHARGE OF YOUR MONEY AND INVEST IN YOUR FUTURE

JEFF ROSE,
CFP
Â®

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Library of Congress Cataloging-in-Publication Data

Rose, Jeff (Business writer)
Â Â Â Soldier of finance : take charge of your money and invest in your future / Jeff Rose.
Â Â Â Â Â Â pages cm
Â Â Â Includes index.
Â Â Â ISBN 978-0-8144-3328-7 (pbk.) â ISBN 0-8144-3328-6 (pbk.) 1. Finance, Personal. 2. Investments. I. Title.
Â Â Â HG179.R647 2013

Â Â 332.024--dc23

2013007813

Â© 2014 Jeff Rose
All rights reserved.
Printed in the United States of America.

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Printing number
10 9 8 7 6 5 4 3 2 1

DEDICATION

To my wife,
Mandy
, who supports and inspires me in everything I do. Without your constant encouragement this book would continue to be just another “big idea.”

To my three boys,
Parker, Bentley
, and
Sloane
, who give me the drive to be a better father, provider, and leader.

To all our
U.S. military service men and women
who continue to fight for our freedom.

In memory of
SSG Joshua Melton
, a true American hero who volunteered to defend the country he loved so that his wife, daughter, and future generations would always know freedom.

The test of success is not what you do when you are on top. Success is how high you bounce when you hit bottom.

âG
EORGE
S. P
ATTON

CONTENTS

ACKNOWLEDGMENTS

INTRODUCTION

The
Soldier's Handbook

The Purpose of
Soldier of Finance

PART ONE

DISCOVERY PHASE: WHAT IS YOUR WHY?

1
Â Â Â WHY ARE YOU HERE?

Shaky Beginnings

Soldier of Finance

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