Joshua Brooks, CFP®, is an Army veteran and Army Reserve chaplain who helps senior military leaders coordinate SBP, TSP, and the move into civilian work.
The work begins with a free fit conversation. If the situation calls for written analysis, the Tactical Financial Assessment stands on its own.
A free 30-minute conversation to map your timeline and surface your top gaps.
The Tactical Financial Assessment produces a one-page Mission Map with your decisions in order.
Continue with monthly planning or wealth management, take the Mission Map to another professional, or use it yourself.
Use these guides with your spouse, transition office, CPA, attorney, or HR team.
When the election window opens and closes, plus what to model before you sign.
Open the flowchartThe seven factors that decide whether to leave, roll, or convert your TSP.
Open the checklistOne page that puts the SBP decision, healthcare elections, Roth windows, and offer timing in order.
Open the mapWe also work with other actively serving members, veterans, and military families when their planning needs and the firm’s capabilities are a strong fit.
If you want a structured, fiduciary decision process, you’re in the right place.
Joshua has 22 years and counting in uniform, a CFP® certification, and a fee-only fiduciary practice. His military background helps him understand the context. The written process keeps the analysis accountable.
A free 30-minute conversation. Spouses welcome.
Within 180 days of retirement? Ask for the SBP timing flowchart on your call. It may help you prepare for the decision.