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UNDERSTANDING THE WAY MONEY TOUCHES YOUR LIFE

SERVING YOU

MILITARY PERSONNEL IN TRANSITION

Having been in the Navy for 20+ years, Tania and I understand many of the stresses military families go through, especially as you get ready for post-military life.  Whether it’s a 30-year retirement, or separation from service after a 4-year enlistment, you might feel like it’s all too much to handle. If you’re not sure where you stand financially, Westchase Financial Planning can help.

Our comprehensive approach can help you:

  • Understand the ways money impacts your life
  • Take your bearings, financially speaking
  • Evaluate what your post-military life will look like
  • Establish financial objectives that support your values
  • Develop a plan of action so that you can take charge of your financial life

If you’re used to executing a checklist, our financial review will give you a step-by-step plan of action to execute independently.  You’re free to follow this checklist and not worry about dodging our phone calls. No hassle, no future obligations, no annoying spam.  Ever.

If you want someone to help you put it all together, having a retainer relationship allows us to walk together through each aspect of your financial life, side-by-side & step-by-step, regardless of how long it takes.  Having an ongoing relationship allows you to reach out for sound financial advice in case any unexpected challenge or opportunity comes your way. 

We understand because we have been through it. Do you have something specific to ask us? Send us an e-mail

Schedule an Initial Call