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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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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.

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)

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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