Military Transition Planning

Transition Coaching Overview

Our Military transition planning services are designed for those planning to leave the military in the next 6 months to 3 years.

This service is designed to help clients plan their transition and gain clarity on the obstacles ahead.

Transition planning is tailored to your specific needs and goals. Our tools, coaching, and advice can assist you in meeting your financial future by structuring a glideslope that is right for you and your family.

The structure of military service can provide a great deal of guidance and mentorship. Those transitioning to civilian life often lose connection to the strong cadre of mentors who once led the way and provided clarity. This service is meant to help those seeking guidance from someone who has survived this process and learned to thrive.

Transition planning often includes:

  • 1-3 Year Contingency Financial Plans

  • Identifying clear goals and phased action

  • Clarifying values, prioritizing goals, and creating a path with measurable goals.

  • Providing a sounding board for those with various options available from someone who has already taken steps along a similar path.