Includes one 60-minute meeting and documented recommendations
$497 and up
Financial counseling packages include 6 weekly or biweekly meetings, unlimited email support, and documented recommendations
Service members and their families face unique financial challenges that can make managing money feel complex and overwhelming. In order to find financial stability and achieve independence, it’s important to focus in on the basics first. Through consultations or ongoing counseling we can discuss the following topics and more:
Learn to read your LES and annual statements
Take advantage of military protections and know your rights
Build your emergency savings, pay down debt and plan for the future
Understand and improve your credit score
Plan for your PCS move and know your entitlements
Understand how to maximize your retirement plan
$175 and up
Pricing varies by forms and complexity. Small business filings are $350 and up.
Comprehensive tax planning and accurate tax preparation can significantly improve your financial situation, both at tax time and year-round. Questions about previous filings? I can help with that too.
Part-year and nonresident state filings
Military Spouse Residency Relief Act state filings
Combat pay exclusions
Section 121 capital gains exclusions for property sales
Sole proprietorship and LLC filings, including year-end planning and estimated payment calculations
“Planning is bringing the future into the present so that you can do something about it now.”
Work with someone who has been there and done that.
PCS. BRS. High-3. TSP. Military culture is unique and so are the challenges that service members often face. While many of those challenges are personal or professional in nature, they often directly affect finances as well. This is why it’s so important to find a professional who not only understands these specific issues, but one who has also lived them.
Hope is not a financial plan.
Every financial journey is unique. Whether you’re just starting to get serious about your savings or are already well on your way to financial independence, KB Financial Planning wants to help you feel good about your finances so you can build a better financial future.