Command Your Capital. Fund Your Next Mission.
Operational Wealth Stewardship℠ for senior military leaders in transition. We help you coordinate the decisions that do not come back: your SBP election, your TSP rollover, and your civilian compensation event. Guided by a CFP® professional, Army veteran, and Army Reserve Chaplain. Fee-only. Fiduciary.
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Most senior leaders are not lost. They are Off Azimuth℠.
Professional Organizations We Belong To
Membership or affiliation with these organizations does not constitute an endorsement, recommendation, or approval of Exponential Advisors LLC or its advisory services.
Fee-Only Fiduciary
Compensated by the clients we serve. No commissions, no products to push, and no compensation from third parties.
Registered with the TSSB
Investment adviser registered with the Texas State Securities Board, CRD #333416. Registration does not imply a certain level of skill or training.
CFP® Professional
Planning held to the CERTIFIED FINANCIAL PLANNER™ standard of conduct, by an Army veteran who served.
Three decisions that do not come back.
Three time-bound, often-irreversible decisions define the transition: your SBP election, your TSP rollover, and your civilian compensation event. Each one moves the other two.
SBP Election
The survivor benefit election that becomes permanent at retirement.
TSP Rollover
Leave it, roll it, or convert it: the future of your largest retirement account.
Civilian Compensation
Your first civilian offer, and how salary, equity, and bonus reshape your tax picture.
How far Off Azimuth is your transition?
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Led by a CFP® professional who served.
Joshua Brooks went in as an enlisted infantry Soldier and came out a chaplain. Twenty-two years of Army service, two deployments, and the Combat Infantry Badge shaped how he reads ground that others find confusing. Today he is a husband, a father, a CERTIFIED FINANCIAL PLANNER™ professional, and a fee-only fiduciary.
SBP Decision Planning
Weigh the five factors a calculator cannot, before the election becomes permanent at retirement.
Explore SBP planning →TSP Rollover Planning
Leave it, roll it, or convert it. We map the tax, access, and protection tradeoffs before you sign.
Explore TSP rollover →Civilian Compensation Planning
Read your first civilian offer in full: salary, equity, bonus, and how it reshapes your tax picture.
Explore compensation planning →Educational only. Military benefits, including the Thrift Savings Plan (TSP), VA disability compensation, and the Survivor Benefit Plan (SBP), are governed by federal law and administered by the applicable federal agency; eligibility and benefit amounts can change. Consult the VA, the Defense Finance and Accounting Service (DFAS), or a certified veterans service organization for benefits-specific questions. Nothing on this page is personalized advice.
The Exponential 5-Step Process
At Exponential Advisors, our five-step process is designed to simplify complex decisions, coordinate the moving pieces, and keep your planning organized through each stage of the transition.
In this relaxed, no-obligation meeting, we listen to your dreams, concerns, and aspirations. Our modern approach creates impact beyond finances, centering on your personal goals and long-term vision.
Consider this session your financial health review. We’ll simplify your information, highlight your priorities, and design a plan that’s aligned with your values and future vision.
This collaborative, tech-enabled session focuses on building a clear strategy for your finances. We’ll work side by side to define practical next steps you can act on.
We provide a customized action plan and explain the reasoning behind each recommendation. Your personalized roadmap lays out the next steps to consider and the thinking behind each one. Together we revisit your decisions and review options as your situation changes.
This final step provides continuous guidance! Through regular reviews, proactive adjustments, and personalized support, we help you navigate changes and remain aligned with your evolving goals. Gain access to advanced tools, expert insights, and dedicated assistance.
Every conversation is relaxed, comfortable, and free of pressure.
Why Work With Me?
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