Finances can be
challenging…
Military life and benefits 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
What Others Are Saying
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.
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
Next Mission Financial Planning In The Press
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.
We help you live your best life aligned to your values so you can achieve your Next Mission
Memberships
