This specialized two-session package is designed to empower veterans to confidently take the next step in their financial journey, whether you're transitioning to civilian life or navigating new financial goals.
This program equips you with foundational tools and strategies tailored to your unique circumstances.
✔️ Transitioning to Civilian Life and Want to Secure Financial Stability
Our program is tailored to help you find your financial footing as you adjust to life outside the military.
✔️ Eager to Take Control of Your Finances
If you're eager to square away your finances and execute a solid plan, this package provides the intel and guidance you need to take control of your money.
✔️ Navigating Major Life Changes
From transitioning out of the service to tackling new career paths or family responsibilities, these sessions help you adapt your financial strategies to align with your evolving mission.
✔️ Aligning Financial Goals with Your Values
Our holistic approach ensures your financial plans reflect your core values and mission objectives, setting the stage for sustained success.
This Includes
(1) Initial meeting (1hr)
(1) Counseling Session (1hr)
(1) Follow-up session (30min)
Cashflow Analysis
Personalized Spending Plan(s)
Session 1: Financial Foundations
Conduct a sitrep on your current finances and identify areas needing improvement.
Define clear, actionable financial objectives.
Draft or refine your spending plan to align with your priorities.
Session 2: Next Steps and Long-Term Strategy
Based on the information provided during onboarding, we will determine:
Debrief and adjust your spending plan based on real-world results.
Explore tools and resources for long-term financial readiness.
Develop a personalized roadmap to accomplish your next financial mission.
Part 3: Follow-up
We will review progress made since the initial session and next steps
