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Case Studies

You’re a Military Member

Who Has Put Time & Dedication Into Serving Our Country

You are looking to move into a new opportunity or you’ve recently transitioned. Whether you would like to become a government civilian or take a turn and do something completely different, like start your own business, I’m here to help you create a plan that accounts for your unique goals and circumstances.

While I primarily focus on former and current military personnel, I also specialize in helping families, both military and civilians, plan for college and pay off student loans. As a whole, my clients are family-oriented individuals that want to be sure they can take care of and support their loved ones. Below are two types of typical clients I work with and how I’m able to help improve their outcomes.

Case Studies

Dan & Maria

Dan & Maria

Maria and Dan need to plan for when he retires as a colonel

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Rebecca

Rebecca

Rebecca is a nurse who is soon to be married yet has outstanding student loans

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