Your Military Transition Plan
How We Can Help
✅ Reduce your anxiety during the crazy time of transition
✅Give you back more of your valuable time to spend with family
✅Give you a trusted second set of eyes to give you confidence that you are on the right track
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 delivered. Visit WTO to Learn more about our partnership!
The Value of a Military Transition Plan
We created this plan for transitioning service members because we believe the stakes are so high during transition and mistakes or lack of education could cost millions over a lifetime.
Here is what we believe to be the potential value of real financial planning when properly implemented for transitioning members:
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Proper Investment Selection and Education: 1-2%
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Right sizing all of your Insurance: $10,000+
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Tax Planning: $10,000s to $100,000s
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Retirement strategies: $10,000s to $100,000s
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Cash Flow management: $100s to $1,000s
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Proper Employee Benefits Elections: $1,000s
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Mortgage and Real Estate Decisions: $10,000s
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Education Planning: $10,000s
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Estate Planning: $10,000s -$100,000s
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Things that are priceless:
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Defining why money matters to you
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Knowing when you can stop working
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Being more confident and less stressed
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Freeing up your time
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Bringing more clarity to your transition
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Feeling in control
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*These estimates are not a guarantee, but are based on our research, Vanguard Advisor Alpha Study, and Kitces.com of the effects of properly implemented financial planning recommendations.
Process
A comprehensive financial 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 after your plan is delivered.
A Transition Plan can cover but is not limited to 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
✓ Investment Analysis
✓ Estate Planning
✓ Personalized Order of Operations
✓ Measurable Action Plan (MAP)
1
Intro Call
A 30 minute introductory call to ask questions and see if the One-time Military Transition plan is right for you
2
Contract
Half of the fee will be due upon signing the advisory agreement. The other half will be due upon plan delivery
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
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.
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, and you will maintain access to ask any questions throughout your transition.