OYF Financial Wellness & Advisement
The OYF Financial advisement and coaching part of our program may be used by all Veterans participating at least 16 hours or 2 sessions per month in our therapy programs. These services are provided by True Wealth Advising Group, Hancock Mortgage Partners, your local Veteran Service Officer and Operation Charlie Bravo staff to best serve you based on the areas of interest you select.
Advisement Details
The O.Y.F. Program strives to assist all Veterans that participate in our therapy programs in our surrounding areas. If you are not enrolled or participating in our programs we ask that you come to one of our location to start the process.
A few things we can offer help with...
VA Benefits - Budgeting - Liability payoff strategy - Savings - Preparing for a mortgage - Protection (health insurance, home/ renters insurance, auto insurance, disability insurance, life insurance) - Social Security - Pension, will/ estate plan - Long Term/ Financial Freedom - Investing 101 - Stocks, bonds, mutual funds, etfs, annuities - Retirement planning – Retirement accounts 401k/ IRA/ Roth IRA - Projecting income - Bankruptcy - Taxes - Legal advice or council - Entrepreneurship
Assessment
We need a general understanding of your financial situation so we can see where we can best serve you. Achieving your financial desires and to alleviate financial hardship is our number one goal.
Areas of Interest
Please mark all that apply
Type a question
VA Benefits
Budgeting
Liability payoff strategy
Savings
Preparing for a mortgage
Protection (insurance)
Social Security - Pension, will/ estate plan
Long Term/ Financial Freedom / Projecting Income
Investing 101 - Stocks, bonds, mutual funds, etfs, annuities
Retirement planning – Retirement accounts 401k/ IRA/ Roth IRA
Entrepreneurship
Bankruptcy
Taxes
Legal advice or council
Other
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Veteran Details
The more questions you answer the better we can help asses your situation. All information is confidential and secure. We will not run your credit or use any information obtained from you without your consent.
Name
*
First Name
Last Name
Date of Birth
*
-
Month
-
Day
Year
Date
Social Security Number
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Email
example@example.com
Marital Status
*
Single
Married
Divorced
Living Arangments
*
Own
Rent / Lease
Homeless
Employment Status
*
Employed
Unemployed
Part-Time
Gross Annual Income (money in)
Include all income sources together
Total Bills monthly (money out)
Include all income sources together
Total liabilities (total debt)
Include all income sources together
Assets / Property
Pension and/or Social Security details
Transportation situation
How do you get from A to B?
Number of Dependents
*
Disability Percentage
*
If none please just put a "0"
Monthly Income
Years in military service
*
Branch of Service
*
Army
Navy
Marines
Air Force
Coast Guard
National Guard
Space Force
Discharge Type
*
Honorable
Under Honorable Conditions
Honorable Conditions (General)
Other Than Honorable Conditions
General
Uncharacterized
Bad Conduct Discharge
Dishonorable
Still serving
That's it...
We'll look this over and get back to you ASAP with a plan of action.
Submit
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