Sometimes we’re talking to clients or potential clients who need something we don’t do, something we can’t do, something we aren’t the best at, or something where someone else’s price is better than ours. Below are some of the professionals and teams with whom we’ve worked closely to help people find their best outcomes, regardless of what the service is that they need. For our clients, when we refer you to any of our partners, you can sign a release form (if you want to) to permit us to share information and enable us both to serve you better in close cooperation with each other. RWS is not compensated by anyone listed below, nor are they compensated by us, for these referrals.
Meet Our Trusted Partners
Click on those professionals to learn more about their expertise and visit their websites
Jex Roach is a Marine Corps veteran and Army spouse, as well as an Accredited Financial Counselor® and Military Qualified Financial Planner®. She helps military and veteran families who feel overwhelmed by debt and day-to-day money decisions regain control of their money. Through practical, judgment-free coaching, she helps clients create clarity, reduce stress, and build savings and stability. Jex understands firsthand the financial challenges that come with military life and helps clients move from financial stress to financial security.
Monica is a personal finance coach with more than a decade of experience and the author of Grab Your Slice of Financial Independence. She helps clients build confidence and clarity around their finances—whether they’re single parents, recovering from a financial setback, early in their careers, or planning how to educate their children before passing on wealth. Monica offers a supportive, judgment-free approach and begins with a 30-minute consultation to ensure a strong fit..
RWS has partnered with BC Brokeragesince 2022 for our clients' life insurance needs since 2022. BC Brokerage partners with fee-only advisors across the United States, focusing exclusively on the insurance aspects of financial plans, and we collaborate with them on all new policies and analysis of existing policies for all of our clients. Though life insurance is our most frequent collaboration with BC, they also have core competencies in long-term care, disability, and all varieties of property and casualty insurance. To get an estimate of what a new policy might cost, you can run an online quote.
TheManz Law Firmis RWS's first recommendation for the preparation of all varieties of estate planning documents--wills, trusts, financial and medical powers of attorney, advanced medical directives, HIPAA release forms, etc.--for all clients in Virginia or North Carolina. More importantly, we value our relationship with the Manz Law Firm as trusted collaborators in crafting a robust estate plan tailored to your life and your wishes. Sean and Angela have partnered on client estate plans since RWS's founding in 2018.
PIM Tax Services
Our go-to Tax Pro.
Sean and Paul were interviewed for XYPN Radio - the podcast for the XY Planning Network. If you want to know their history, their paths to financial planning, and why & how they want to serve the military community, it's an hour well-spent.
Financial Planning for Military & Veteran Families
