Talk With Joshua
Tactical Financial Assessment℠

See the decisions before they become deadlines.

A focused review of the retirement decisions that touch each other. Four written documents. Yours to keep.

The decisions do not arrive alone.

SBP, TSP, taxes, benefits, and civilian pay affect one another. The assessment puts them in sequence before the important windows close.

Four documents. Yours to keep.

Decision Map
The major financial decisions in your transition window, shown together with their dependencies.
Deadline Inventory
The deadlines, difficult-to-reverse choices, and dates that need attention.
Records Readiness Checklist
The records Joshua needs before he can analyze each decision.
Summary Memo
Joshua's written summary of the priorities, open questions, and next steps.

A simple four-step engagement.

1
Gather
You complete a secure fact-finder and upload documents. About 45 minutes of your time.
2
Analyze
Joshua analyzes how your decisions interact and builds your Decision Map and deliverables.
3
Debrief
A 60-minute meeting, spouse strongly encouraged, walking through the findings in plain English.
4
Deliver
Final deliverables arrive within five business days of your debrief. Every document is yours to keep.

The fee

Fixed-fee, standalone.

The assessment is a complete, standalone engagement, billed once under a signed engagement letter. The deliverables are yours to keep, whatever you decide next.

What to expect
You will receive your Decision Map, Deadline Inventory, Records Readiness Checklist, and Summary Memo within five business days of your debrief. If anything is unclear, we will clarify it in a follow-up call.
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Who it is for

Senior officers, senior NCOs, senior warrant officers, and veteran families within roughly five years of military retirement, on either side, who are facing Survivor Benefit Plan, Thrift Savings Plan, civilian compensation, tax, insurance, or estate decisions that touch each other.

Who it is not for

This assessment is not for stock tips, market predictions, or one-call product recommendations.

Rated 5 out of 5 stars. 5.0 average · 15 Certified Advisor Reviews™ See all reviews →

Average of all 15 reviews from current clients, former clients, and non-clients, collected by Wealthtender, an independent review platform, as of August 25, 2026. No reviewer was compensated; the firm pays Wealthtender a subscription fee. Reviews are individual experiences, not a guarantee of results. Full reviews and disclosure.

Before you decide.

Do I have to buy anything else after this?
No. The deliverables are yours. Many families use the assessment as a standalone checkpoint.
What if my situation is simple?
Joshua will tell you on the front end. If a written review would not add enough value for your situation, you will hear that before an engagement begins.
Can we do this before my retirement date?
Yes. Earlier is better. Several transition decisions are strongest when made 12 to 24 months out.
Request the assessmentNot sure yet? Talk With Joshua first.