Financial Freedom Begins Here
3 Questions. 1 Plan.
3 whiskey financial
You need a sentence or two to quickly pitch here.
What is 3 Whiskey?
The NATO phonetic alphabet was designed to ensure clear and concise communication, particularly in high-stakes environments like military operations. Each letter is represented by a distinct word, such as “Whiskey” for W, to avoid confusion caused by similar-sounding letters.
At 3 Whiskey Financial Planning, the term “Whiskey” reflects our commitment to clarity and precision in financial conversations. Just as the phonetic alphabet eliminates ambiguity in military communications, we simplify the complexities of financial planning by addressing the three fundamental W questions: What, Why, and Where behind your money.
Drawing from my military experience using this system, I’ve incorporated the same disciplined approach into financial planning. This ensures that every step of your financial journey is clear, actionable, and aligned with your goals.
Whiskey 1
What's my money doing right now?
Understanding what your money is doing today is the foundation of building a secure financial future. By analyzing how much you’re saving, where your monthly expenses are going, and how your debt payments compare to your overall income, you gain clarity on your financial health. This awareness helps identify opportunities to optimize spending, reduce unnecessary costs, and allocate resources more effectively toward your goals. Tracking these elements empowers you to make informed decisions, avoid financial pitfalls, and stay on course toward long-term stability and success.
Whiskey 2
WHy do I manage my money this way?
Answering this question is essential for understanding the motivations and strategies behind your financial decisions. This question encourages you to reflect on whether your current habits and decisions are truly supporting your goals or simply following a routine. It helps uncover the motivations behind your spending, saving, and investing choices, ensuring they align with your priorities and values. By reflecting on the “why,” you gain control over your financial choices empowering you to make adjustments where needed.
Whiskey 2
WHy do I manage my money this way?
Answering this question is essential for understanding the motivations and strategies behind your financial decisions. This question encourages you to reflect on whether your current habits and decisions are truly supporting your goals or simply following a routine. It helps uncover the motivations behind your spending, saving, and investing choices, ensuring they align with your priorities and values. By reflecting on the “why,” you gain control over your financial choices empowering you to make adjustments where needed.
Whiskey 3
Where do I want my financial future to be?
Where you want your financial future to be is a question that shapes every decision you make today. It’s about identifying your goals—whether it’s saving for retirement, buying a home, paying off debt, or leaving a legacy—and creating a roadmap to achieve them. By defining your destination, you gain confidence in managing your money, ensuring that every dollar works toward your vision. This question helps you focus on what truly matters, prioritize your resources, and take control of your financial journey with confidence and intention.
Our Services
Retirement Planning
Retirement planning is one of the most important financial decisions you’ll make, yet it’s often misunderstood or overlooked due to its complexity.
Investment Management
Investing your money is one of the most crucial steps toward building financial independence, but it’s not as simple as picking stocks or funds on your own.
Estate Planning
Estate planning is not just for the wealthy—it’s an essential step for every family, regardless of financial status.
Tax Planning
Taxes are an inevitable part of life, but that doesn’t mean you should pay more than necessary.
Insurance Planning
Insurance planning is one of the most vital yet often overlooked aspects of a solid financial plan.
Debt Elimination
Debt is a growing challenge for millions of Americans, leaving many families feeling trapped and overwhelmed as they struggle to make payments each month.
