✔️ Are a military veteran.
✔️ Want to understand the financial impact of your veteran benefits.
✔️ Need solutions that address circumstances unique to veterans.
✔️ Want to understand and maximize your military and veteran benefits.
✔️ Are ready to plan for your financial future.
This Includes
Six Months of consulting
Cashflow Analysis
Personalized Spending Plan(s)
Veteran Benefits Breakdown
Part 1: Introduction and Information
Gather initial insights into goals and needs, set expectations for the process, and review current pay and benefits.
Within one week after our meeting you will receive a your digital workbook where you can view and monitor your:
▶️ Net Worth
▶️ Spending Plans
▶️ Financial Goals
▶️ Debt Payoff Calculator (Optional)
Part 2: Implementation
Apply strategies tailored to your unique needs and address financial goals
Cash flow analysis
Define and review veterans benefits
Saving and spending strategy
Maximize Veteran Benefits
Part 3: Execute
Execute the devised plan with confidence to ensure the success of future operations, and that veterans are able to monitor individual success.
3 Months of ongoing support
Utilize a financial dashboard that can be downloaded to any desktop (.xlsx)
Ensure individuals have the necessary knowledge and resources to individually maintain financial operations
