Products

If you’re a veteran … with questions about your retirement …

… we can help.

By giving you a clear plan to follow.

So you can live the life of your dreams in retirement.

To get there, we’ll take 3 steps:

See

See your life’s mission and goals clearly — identify where you’re going, aligned with your values

Plan

Plan how to achieve those goals — personally, practically, and professionally.

Act

Act on the plan — so you can live the life of your dreams.

You can do it yourself, do it with our help, or let a CFP® do it for you.

I don’t know where you are in your retirement journey. But I would like to help you get from where you are to where you want to be. I’ve spent the last year assembling this course to provide you with some incredibly valuable information to advance along your path. I can’t wait to share it with you.

Pay Annually

Pay Monthly

Do It Yourself:
Create Your Plan With Our Tools

Done With You:*
Create Your Plan With Our Help

Done For You:*
Let A CFP^® Create Your Plan

$29/month

All your financial data stored securely in one place
Bank-grade security/encryption
Powered by RightCapital
Easy linking to all your financial institutions
Powerful graphics and reports put you in control
Normal CFP®-level product access with “what if” scenarios
You get unlimited access for less than $1/day
Total Value: Priceless

Now, to reach your retirement goals faster, take the next step.

Try our MFPA Vault for one month FREE
It puts all your financial data securely in one place.
And gives you powerful reports to show where you are financially.
So you can see where you’re going in retirement.
It puts you in control, with easy links to all your financial institutions.
Backed by bank-grade security and encryption.
You get unlimited access to the Vault for 30 days, FREE.
After that, only $29 a month.
No contracts. Cancel any time.

$595One Time Fee

Proprietary See, Plan, Act format to live your retirement dreams
Comprehensive guide with step-by-step instructions
Avoid costly retirement planning mistakes, Determine your risk profile and tolerance, Take control of your retirement accounts.
Designed especially for veterans
Do-It-Yourself life goals/mission
Do-It-Yourself financial plan
Clear, concise 10-page plan format
Designed by a CFP® / retired Major General
Value: $1,500
BONUSES Included:
Bonus #1: 60 min 1on1 Zoom call w/CFP®, $400 Value
Bonus #2: Retiring Resiliently mini-course, $197 Value
Bonus #3: 6 months of MFPA Vault access, $175 Value
Bonus #4: Retirement Budgeting Toolkit, $120 Value
Bonus #5: 10 Tips to a Better Retirement, $120 Value
TOTAL PACKAGE VALUE = $2500+ including a 30-day money back guarantee

$295/month

Includes 12 months of MFPA Vault and Silver access ($2,620 value)
50 Weekly Group Interactive Online Sessions ($9,995 value)
Q&A format gives you fast help and answers to your questions
Access to video recordings of all Zoom sessions ($1,795 value)
Plan and live the retirement of your dreams
Designed especially for veterans
Done-With-You life goals/mission
Done-With-You financial plan
Convenient examples and templates make it easy
Clear, concise 10-page plan format
Designed by a CFP® / retired Major General
TOTAL PACKAGE VALUE = $14,400+ including a 30 day money back guarantee
*One year minimum commitment

$695/month

Includes 12 months MFPA Vault, Silver and Gold access ($14,400 value)
Choose your CFP® professional based on a mutual-fit interview
1 on 1 CFP® consultations
CFP® creates a plan based on your individual information with quarterly reviews ($7,500 value)
Done-For-You life goals/mission
Done-For-You financial plan
Reviewed by a CFP® / retired Major General ($1,500 value)
TOTAL PACKAGE VALUE = $23,400+ including a 30 day money back guarantee
*One year minimum commitment

If you are not satisfied, I will refund 100% of your money within 30 days of purchase.

$295/year SAVE 15%

All your financial data stored securely in one place
Bank-grade security/encryption
Powered by RightCapital
Easy linking to all your financial institutions
Powerful graphics and reports put you in control
Normal CFP®-level product access with “what if” scenarios
You get unlimited access for less than $1/day
Total Value: Priceless

Now, to reach your retirement goals faster, take the next step.

Try our MFPA Vault for one month FREE
It puts all your financial data securely in one place.
And gives you powerful reports to show where you are financially.
So you can see where you’re going in retirement.
It puts you in control, with easy links to all your financial institutions.
Backed by bank-grade security and encryption.
You get unlimited access to the Vault for 30 days, FREE.
After that, only $295 a year.
No contracts. Cancel any time.

$595One Time Fee

Proprietary See, Plan, Act format to live your dreams
Comprehensive guide with step-by-step instructions
Avoid costly retirement planning mistakes, Determine your risk profile and tolerance, Take control of your retirement accounts.
Designed especially for veterans
Do-It-Yourself life goals/mission
Do-It-Yourself financial plan
How-to-do-it video library
Clear, concise 10-page plan format
Designed by a CFP® / retired Major General
Value: $1,500
BONUSES Included:
Bonus #1: 60 min 1on1 Zoom call w/CFP®, $400 Value
Bonus #2: Retiring Resiliently mini-course, $197 Value
Bonus #3: 6 months MFPA Vault access, $175 Value
Bonus #4: Retirement Budgeting Toolkit, $120 Value
Bonus #5: 10 Tips to a Better Retirement, $120 Value
TOTAL PACKAGE VALUE = $2500+ including a 30 day money back guarantee

$3295/year SAVE 7%

Includes 12 months MFPA Vault and Silver access ($2,620 value)
50 Weekly Group Interactive Online Sessions ($9,995 value)
Q&A format gives you fast help and answers to your questions
Access to video recordings of all Zoom sessions ($1,795 value)
Plan and live the retirement of your dreams
Designed especially for veterans
Done-With-You life goals/mission
Done-With-You financial plan
Convenient examples and templates make it easy
Clear, concise 10-page plan format
Designed by a CFP® / retired Major General
TOTAL PACKAGE VALUE = $14,400+ including a 30 day money back guarantee
*One year minimum commitment

$7495/year SAVE 10%

Includes 12 months MFPA Vault, Silver and Gold access ($14,400 value)
Choose your CFP® professional based on a mutual-fit interview
1 on 1 CFP® consultations
CFP® creates a plan based on your individual information with quarterly reviews ($7,500 value)
Done-For-You life goals/mission
Done-For-You financial plan
Reviewed by a CFP® / retired Major General ($1,500 value)
TOTAL PACKAKGE VALUE = $23,400+ including a 30 day money back guarantee
*One year minimum commitment

Now, to reach your retirement goals faster, take the next step.

Try our Revolutionary Retirement for Veterans Vault for one month, FREE.
It puts all your financial data securely in one place.
And gives you powerful reports to show where you are financially.
So you can see where you’re going in retirement.
It puts you in control, with easy links to all your financial institutions.
Backed by bank-grade security and encryption.
You get unlimited access to the Vault for 30 days, FREE.
After that, only $29 a month.
No contracts. Cancel any time.

Products

To get there, we’ll take 3 steps:

See

Plan

Act

Pay Annually

Pay Monthly

Do It Yourself:
Create Your Plan With Our Tools

Done With You:*
Create Your Plan With Our Help

Done For You:*
Let A CFP^® Create Your Plan

MFPA Vault

Now, to reach your retirement goals faster, take the next step.

RRFV Silver

RRFV Gold

RRFV Platinum

If you are not satisfied, I will refund 100% of your money within 30 days of purchase.

MFPA Vault

Now, to reach your retirement goals faster, take the next step.

RRFV Silver

RRFV Gold

RRFV Platinum

Now, to reach your retirement goals faster, take the next step.

Products

To get there, we’ll take 3 steps:

See

Plan

Act

Pay Annually

Pay Monthly

Do It Yourself: Create Your Plan With Our Tools

Done With You:* Create Your Plan With Our Help

Done For You:* Let A CFP® Create Your Plan

MFPA Vault

Now, to reach your retirement goals faster, take the next step.

RRFV Silver

RRFV Gold

RRFV Platinum

If you are not satisfied, I will refund 100% of your money within 30 days of purchase.

MFPA Vault

Now, to reach your retirement goals faster, take the next step.

RRFV Silver

RRFV Gold

RRFV Platinum

Now, to reach your retirement goals faster, take the next step.

Do It Yourself:
Create Your Plan With Our Tools

Done With You:*
Create Your Plan With Our Help

Done For You:*
Let A CFP^® Create Your Plan