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

Do It Yourself:
Create Your Plan With Our Tools

MFPA Vault

$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.

Do It Yourself:
Create Your Plan With Our Tools

RRFV Silver

$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

Done With You:*
Create Your Plan With Our Help

RRFV Gold

$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

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

RRFV Platinum

$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.

Do It Yourself:
Create Your Plan With Our Tools

MFPA Vault

$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.

Do It Yourself:
Create Your Plan With Our Tools

RRFV Silver

$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

Done With You:*
Create Your Plan With Our Help

RRFV Gold

$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

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

RRFV Platinum

$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.