Tactical Financial Assessment

Before you make irreversible decisions, get your whole situation on one map.

The Tactical Financial Assessment is a structured, fixed-fee review of your transition picture. You leave with written deliverables you keep, whether or not we ever work together again.

The problem it solves

Most transitioning families are making the Survivor Benefit Plan election, the Thrift Savings Plan decision, and civilian compensation choices separately, on separate timelines, with no one looking at how they interact. Some of those decisions are permanent. The assessment exists to catch the interactions before the deadlines do.

What you receive

Decision Map

Every major financial decision in your transition window, in one document, with how each one affects the others.

Deadline Inventory

What is time-sensitive, what is irrevocable, and when each window closes.

Records Readiness Checklist

What you need to gather before any decision should be made.

Summary Memo

Joshua's written read on your top planning priorities, in plain English.

How it works

Gather

You complete a secure fact-finder and upload documents. About 45 minutes of your time.

Analyze

Joshua analyzes how your decisions interact and builds your Decision Map and deliverables.

Debrief

A 60-minute meeting, spouse strongly encouraged, walking through the findings in plain English.

Deliver

Final deliverables arrive within five business days of your debrief. Every document is yours to keep.

The fee

$750, flat.

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.

Request Your Tactical Financial Assessment

Who this 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 this is not for

Families looking for a stock tip, a market prediction, or a quick product recommendation. That is not what this is.

Common questions

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 $750 review is not worth it for your situation, you will hear that before you pay.

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 Your Tactical Financial Assessment Not sure yet? Talk With Joshua first.