Base retirement at 43
Retirement age: 43
Pension at retirement: $52,200
Annual spending target: $78,000
Monthly income gap: $2,150
TSP at retirement: $406,000
Transition Wealth Planner | Military transition planning
See when work becomes optional after military service.
Transition Wealth Planner gives service members a direct way to test pension timing, current assets, monthly spending, and second-career income before they commit to a longer planning workflow.
Free dashboard | Educational tool | Military transition
What the paid planner focuses on
- Spouse and dependent planning layered onto the same retirement timeline
- Scenario comparison once the household plan gets more complex
- SBP, insurance, and later-depth modules after the core path is visible
- Saved plans, billing, and member workspace access
Why this product
Built for the military-to-civilian money transition
The launch model is narrow on purpose: one shared public dashboard, one clear answer about work-optional timing, and a paid step only when the planning needs become household-level.
Target marketService members near transition
Built for people making the military-to-civilian shift, not advisor firms.
Free boundarySolo planning stays free
The launch offer charges only when the plan needs spouse or dependent depth.
Trust postureExplain, not prescribe
The planner surfaces assumptions and tradeoffs without pretending to be advice.
Planning output
Show the tradeoff, not just the answer
The product is built so the user can see timing, pension support, spending pressure, and asset sufficiency on one screen.
Delay retirement to 45
Retirement age: 45
Pension at retirement: $57,100
Annual spending target: $78,000
Monthly income gap: $1,740
TSP at retirement: $481,000
Product surfaces
One web platform with three jobs
The public site acquires, the free dashboard proves value, and the paid member app handles the deeper household work.
Public site
Pricing, FAQ, disclosures, and blog content built for search and trust.
Free dashboard
Live work-optional output first, then account creation only after real engagement.
Paid household planner
Guided onboarding, saved scenarios, and the full household planning workflow.