Finances can be
challenging…

Military life can introduce an additional level
of anxiety and concern.

If you want a trusted partner that

If you want a trusted partner that

1

Helps you align your resources
(time, talent, treasure) with
your goals

2

Simplifies your finances

3

Reduces your anxiety

We can help

Next Mission Financial Planning In The Press

Typical Client Questions We Can Help You Answer

Active Duty

Am I saving enough?
How do I maximize the GI Bill for my child’s college?
Can I take off after retirement?
Should I elect to get SBP?
How do I craft a financial transition plan?

Former Military

When can I ultimately retire?
What are strategies to reduce my taxes?
When should I take Social Security?
How can I leave money to my family or charity?
What should I do with my TSP?

Our Services

We work with you to better align your resources and values…balancing living, saving, investing and protecting.
We also understand that flexibility is key as your life can change rapidly, be it deployment, military retirement,
career change or final retirement. We partner to help you achieve your dreams.

Financial Planning

Achieve your goals and live your best life with
our values-based plan

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Investment Management

Your portfolio tailored to your goals and risk tolerance

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The Next Mission 3 Step Plan

We Listen

Our discovery call helps us
understand your values and goals

We Plan

Together we’ll establish a
comprehensive strategy

You Succeed

Our ongoing relationship keeps you
on track as things in life change

Comprehensive
financial advice tailored
to your values.

After 25 years in the Air Force, I desired to keep serving…choosing to focus on the successful transition of senior military and military personnel to their next mission.

I’ve seen the effects of bad investment advice on people’s wealth and success. so I created Next Mission Financial Planning to provide objective advice based on your best interest.

Your next mission is too important to do
anything else.

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We help you live your best life aligned to your values so you can achieve your Next Mission

Memberships