Transparent, Flat Fees for Advice.
3 Distinct service models to fit your unique needs
Military Transition Plan
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
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
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