How it works
Built around where you are
It starts with a free hour on a call. I read your application before we talk, you tell me where you are, and I tell you what I see: the gaps, counted, and what I'd do about them. Then we pick the shape that fits. For some veterans that's a written review of one set of documents. For some it's ninety days on one fight with a date on it. For most of the people I work with, it's the full six months: the first two are the heavy lift, where we go through your benefits, education, career, and finances together and build the plan, and months three through six are scheduled check-ins to keep it moving. Disability, education, and fitness you work on with me directly. For the money side, I introduce you to my partners: a Certified Financial Planner who starts with your goals and builds VA comp, pension, 401k, home, taxes, and insurance into one plan with a yearly number attached; a financial advisor for budget, debt, and insurance with no minimum; and when it's time to buy a home, a VA loan expert. Every one of them is a veteran. That is a rule, not a coincidence.
To be clear about what you'd be paying for: my time. Everything I know is already free in the newsletter and the tools, and it stays that way. Applying costs nothing and commits you to nothing; the next step is just a call.
Why work with me
You could do all of this yourself
Every rate and rule in this system is public. You could piece it together alone, the same way you could do your own taxes. Some veterans do. But I've walked every step of this myself, and so has every partner I'd introduce you to. We know where the money hides, which fine print bites, and which mistakes are expensive, because we made a few of them on the way. You get the shortcut we didn't have.
And a transition only happens once. The big calls, your GI Bill, your rating, your first offer, are hard to redo. Getting them right the first time is the whole game.
Who you'd be working with
I ran this playbook on my own life first
The GI Bill and VR&E put me through an Ivy League degree and a top-ten MBA. When my family got hit with a $1.6 million hospital bill, CHAMPVA paid it, a benefit most veterans have never heard of. My 100% P&T rating wiped out the property taxes on the house I bought with a VA loan, and the way I've stacked my benefits means that house will be paid off. None of that took luck. It took knowing what I'd earned and how to use it. And I didn't get it right the first time: I made plenty of mistakes along the way, which means you don't have to. You get to start where I ended up.
Since then I've helped dozens of veterans get into their top school picks, and worked with dozens more, from Navy SEALs and Green Berets to retiring O-5s and O-6s to Reserve E-4s, to take full advantage of what they earned. Different ranks, different branches, same playbook.