Joseph Brown

At C. L. Sheldon & Company, we help Active Duty Military and Veterans who are concerned about aligning their financial life with their values, to create and live out a personal Financial Mission Statement, so they can achieve their envisioned life and financial outcomes. We do this by first assessing your current situation, then defining your values into a mission statement, setting actionable goals, and finally, providing continuous support and accountability. As a Visiting Professor of Personal Finance at the US Coast Guard Academy, I leverage my operational planning and emergency management skills to educate future leaders. Here, we're not just teaching finance; we're shaping the financial acumen and leadership qualities of tomorrow's Coast Guard Officers, helping them navigate ...