Next Exam Window 21-25 May, 2025

Categories
MQFP

Heidi Clemons

Heidi Clemons, MA, AFC®, MQFP®, is a military spouse of 26+ years. With more than nine years of financial coaching experience, she helps her clients learn more about their money habits and behaviors that are limiting them from reaching their financial goals. By exploring their money mindset, her clients often discover how financial trauma may have played a significant role in the way they view and handle their personal finances. Through discovery and open communication, she helps individuals and families develop strategies to address financial trauma and have a better relationship with money.

Heidi loves working with the military population, especially active duty and retired Service Members. Veterans also hold a special place in her heart as she understands how earned benefits from previous service can impact a veteran’s financial circumstances.

In her free time, Heidi and her husband enjoying traveling, cooking and spending time with family.

Address
Honolulu, HI

Firm Name
Managed Expectations

Firm Website
www.heidiclemons.com

Phone Number
(808) 518-8211

E-mail
heidi@heidiclemons.com

Credentials
AFC®

Categories
MQFP

David Robinson

I love helping people with money. Whether it’s coaching them through complex decisions, making a workable plan, or helping folks dig themselves out of a ton of debt, I love working with clients who are serious about improving their situation.

I served 12 years active duty and am familiar with the unique financial aspects of serving in the military and veteran life afterwards.

Currently, I’m offering financial counseling/coaching for FREE to military, vets, and families. My one request is that you put as much into the meetings as I do. This means showing up on time, homework done, fully focused and engaged. I work with clients looking to make REAL CHANGE. If that’s you, let’s have a chat!

Firm Name
Money With David

Firm Website
No website (yet)

Phone Number
(480) 516-9734

E-mail
david.robinson022814@gmail.com

Credentials
AFC®MQFP