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.
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.
$750, flat.
If you move forward into a planning engagement within 90 days, the full $750 is credited against that fee. You do not pay for the same work twice.
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.
Families looking for a stock tip, a market prediction, or a quick product recommendation. That is not what this is.
