Wise Stewardship Financial Planning

In this episode of Veteran On the Move, Air Force veteran Daniel Kopp shares how personal tragedy and caregiving responsibilities redirected his military career and unexpectedly led him to entrepreneurship. After navigating his own transition while coping with grief and loss, Daniel launched Wise Stewardship Financial Planning—a fee-only fiduciary practice dedicated to helping young widows, widowers, military members, and Gold Star Spouses organize their financial lives around their values. He discusses the process of building his technical foundation, hiring his own planner during his transition, and the importance of choosing a fee-only fiduciary who puts client interests first. Blending tax expertise with financial therapy, Daniel offers actionable advice for finding the right financial advisor and using money as a tool to overcome anxiety and build an intentional life.

Episode Resources: 

• Wise Stewardship Financial Planning

About Our Guest   

Daniel Kopp, MA, MSFP, CFP®, MQFP®, is an Air Force veteran, widower, partner at PIM Tax Services, and founder of Wise Stewardship Financial Planning, a fee-only fiduciary practice. His firm specializes in serving young widows, widowers, military members, and Gold Star Spouses, helping them organize their financial lives around their values. By blending holistic financial planning and tax advisory with financial therapy, he helps clients overcome financial anxiety while addressing the emotional, psychological, and relational hurdles connected to their money. Daniel earned a BS in Economics with highest distinction from Purdue University, an MA from American Military University, a Graduate Certificate in Financial Therapy, and an MS in Personal Financial Planning from Kansas State University. Beyond leading his practice, he serves as an adjunct CFP® professor at Regent University, a founding board member of the Military Financial Advisors Association, and hosts two podcasts, Widow Life and Money as well as Military to Financial Planner.

About Our Sponsors

Navy Federal Credit Union  

If you’re looking for a positive sign toward homeownership, this is it. That’s because Navy Federal Credit Union’s Homebuyers Choice loan has downpayment options as low as zero percent with no required private mortgage insurance. These benefits make homeownership more achievable for their members. Learn more here. 

Terms and conditions apply. Loans subject to approval and eligibility requirements. 

At Navy Federal, our members are the mission.

Join the conversation on Facebook!

Check out Veteran on the Move on Facebook to connect with our guests and other listeners. A place where you can network with other like-minded veterans who are transitioning to entrepreneurship and get updates on people, programs and resources to help you in YOUR transition to entrepreneurship.

Want to be our next guest? Send us an email at interview@veteranonthemove.com. 

Did you love this episode? Leave us a 5-star rating and review! 

Download Joe Crane’s Top 7 Paths to Freedom or get it on your mobile device. Text VETERAN to 38470.

Veteran On the Move podcast has published 500 episodes. Our listeners have the opportunity to hear in-depth interviews conducted by host Joe Crane. The podcast features people, programs, and resources to assist veterans in their transition to entrepreneurship.  As a result, Veteran On the Move has over 7,000,000 verified downloads through Stitcher Radio, SoundCloud, iTunes and RSS Feed Syndication making it one of the most popular Military Entrepreneur Shows on the Internet Today.