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Transparent, Flat Fees for Advice.

3 Distinct service models to fit your unique needs

Military Transition Plan

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Best for those that are approaching their  military transition and want help thorough this complex time of life.

**Buy one Give One** After your plan, we will give a plan to an E-5 or below

✓ 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 

✓ 1 year of planning access

​$3,000 ($1,500 up front, $1,500 upon plan completion)

Ongoing Financial Planning and Investment Management 

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Best for business owners and high- income or high net worth families

✓ Investment Management


✓ Cash flow and debt planning 

✓ Tax planning

✓ Retirement Planning

✓ Education Planning

✓ Employee Benefits Planning

✓ Insurance Planning

✓ Estate Planning

✓ Semi-annual meetings

✓ Monthly check-ins


For Business Owners

✓ Business Cash flow planning

✓ Business entity analysis

✓ Business Tax planning

✓ Owner's pay analysis

✓ Retirement plan analysis

✓ Exit planning

✓ Business Estate planning

✓ Quarterly meetings

A flat, complexity based  annual fee of 1% of income + 0.5% of Net Worth

Minimum fee of $3,000 per year for individuals and families, $6,000 for business owners (billed monthly)

BLUF Finance: Military Financial Planning Membership

BLUF Finance Membership Features

Best for younger military members or those who want to DIY

✓ Elements Financial Monitoring App

✓ Quarterly Progress Reports

✓ Monthly Q&A

✓ Financial Planning course

✓ Financial Helpdesk

✓ Library of checklists

✓ 1:1 Sessions at $250/hour When Needed

30 day Free Trial then $19 per month or $190 per year 

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