Ep #270: Son and Father Duo Specializing in Planning for Military Members with Spencer and Joe Turkal
New Planner Podcast · Caleb Brown
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Show Notes
What happens when a retired military officer and his son decide to build a financial planning firm together and do it their own way? In this episode, Joe and Spencer Turkal, co-founders of Sierra Hotel Financial, share how they transitioned from the insurance channel to launching an independent firm aligned with their long-term philosophy and values.
You'll learn how they evaluated their next move, divided responsibilities based on complementary strengths, and built a client experience rooted in clarity and structure. They also break down how they charge, their three-meeting planning process, the tools they use, and why they chose to remain a virtual firm serving military families. This conversation is packed with insights on succession, adaptability, client acquisition, and how contrasting strengths can become a competitive advantage.
You can find show notes and more information by clicking here: https://tinyurl.com/3abyz4p6