Power Your Advice Episode 269 – Serving Those Who Serve: Financial Coaching for Military Families with Sharon Watson
Today we sit down with Sharon Watson, Wealth Solutions Strategist at First Command, to talk about about their mission to serve military families through personalized financial coaching. Built for those often overlooked by traditional wealth firms, First Command helps clients build financial readiness through budgeting, risk management, and long-term savings—starting with small-dollar planning and growing alongside them through their careers.
Sharon shares how client feedback, especially from those who left, sparked a digital transformation focused on transparency, customization, and better integration. By adopting tools like MoneyGuidePro and Yodlee, First Command now delivers more flexible, goal-based planning while preserving its personal, face-to-face ethos. From basic literacy to legacy-building, First Command is helping military families turn discipline into lifelong financial security.
Recorded at Envestnet Elevate 2025
Resources: First Command