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Fee-only financial advice that's always in your best interest and tailored specifically to your transition
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Your Military Transition Plan

Transition Mission

We partner with Warrior Transition Outdoors, a non-profit focusing on helping transitioning veterans through family advocacy and outdoor experiences to donate a transition plan to a member in need for every single plan sold. Visit WTO to Learn more about our partnership! 

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Process

A one-time plan covering over 20 financial planning areas to make your military transition as smooth as possible. You maintain access to ask questions throughout the entire transition process.

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Plan covers the following areas:

  • Net Worth Statement

  • Leave Balance

  • ID Protection, Credit Score, Lost Money

  • Take Home Pay Analysis

  • Separation Income 

  • Cash Flow Projection 

  • Short Term Goals and Debt

  • Keep or Sell Current House

  • Buy or Rent new house

  • Mortgage Decision

  • Employee Benefits Education 

  • GI Bill 

  • Education Savings 

  • Property and Casualty Insurance 

  • Life and Disability Insurance 

  • SBP Analysis

  • Health Insurance 

  • Tax Planning 

  • Retirement Projections 

  • Keep or Roll TSP Decision 

  • Investments

  • Estate Planning 

  • Personalized Order of Operations

  • Measurable Action Plan (MAP)

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Step 1 :

30 Minute Inquiry Call

This is a 30 minute introductory phone call to ask questions and see if the One-time Military Transition plan is right for you

Step 2 :

Contract and Payment

Half of the $3,000 fee will be due upon signing the advisory agreement. The other half will be due upon plan delivery

Step 3 :

Upload Documents

I will have a list of documents for you to upload to a secure vault and a questionnaire to make sure that I have everything that I need to build your plan 

Step 4 :

Discovery Meeting

After going through your documents, I want to get on a call to clarify anything that needs more detail, and make sure that I have all qualitative and quantitative inputs that I need to make your plan.

Step 5 :

Plan Delivery

I will present your entire plan on a zoom call and answer any questions that you have. After this call, the remainder of the fee will be due.

Step 1: Schedule Your 30 Minute Inquiry Call: 

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