Military Transition Financial Planner

Get ready for life after service with a personalized financial plan for your military transition.

Get Started

This tool does not store or collect any information and data entered will not be used for marketing or any other commercial purposes. See our Privacy Policy for more information.

Step 1 of 9

Start your transition

What type of military transition are you planning?Select the option that best describes how you'll be leaving military service.

Separation

Retirement

What is your expected transition date?Select your separation or retirement date. Use your official transition date, not the start of terminal leave. An estimate is fine.

Step 2 of 9

Plan where you'll live

Do you plan to move to a new location after you separate?retire?Where you live can affect your taxes, employment opportunities, healthcare access, insurance costs, and overall budget.

Yes

Do you expect to change your state of legal residence after leaving the military?

Yes

Not Sure

Do you plan to rent/buy a new home?

Rent

Buy

Not Sure

Final PCS

Service members transitioning from the military generally have 6 months to use their final PCS benefits. Plan ahead to avoid missing important deadlines.

Step 3 of 9

Your income today

Let's start with your current household income before you leave military service.

What is your current annual military compensation?Use your current or most recent yearly amount (Base Pay, BAH, BAS and Special/Incentive Pay) before taxes.

$Required

What is your spouse's current annual income?If applicable, enter current yearly income before taxes.

How much have you saved for your transition?Enter any money you have saved for your military transition.

Step 4 of 9

Your income after transition

Now, let's estimate your household income after leaving military service. Include income you expect to receive, even if the amounts are estimates.

Do you have employment lined up?Select whether you have a civilian job or other employment in place when you transition.

Yes

VA Disability compensationIf applicable, enter your expected annual VA disability compensation. Multiply monthly benefit by 12.

Spouse's expected annual incomeIf applicable, enter expected yearly pre-tax income after transition.

Other IncomeInclude recurring income such as investments, rental income, or other sources.

Step 5 of 9

Transition your health benefits

Do you have a plan to replace your Health Insurance?

Yes

Do you have a plan to replace your Dental Insurance?

Yes

Do you have a plan to replace your Vision Insurance?

Yes

Step 6 of 9

Transition your life insurance benefits

Have you made plans for your life insurance after separation?retirement?Life insurance can help protect the people who depend on you financially. Consider how you'll replace your military coverage after separation.

Yes

Not Yet

Step 7 of 9

Transition your protection plan

Do you have current estate planning documents that are appropriate for the state where you expect to live after you separate?retire?

Yes

Not Sure

Is your current auto and property insurance coverage aligned with your expected post-transition situation?

Yes

Not Sure

Step 9 of 9

Plan your VA benefits

Do you plan to use VA education benefits for school, training, or certification?

Yes

Not Sure

Will you apply for VA disability compensation for any service-connected condition?

Yes

Not Sure

Back Next

Housing – 25%	$0
Transportation – 15%	$0
Savings & Investments – 15%	$0
Living Expenses – 25%	$0
Taxes ≈ 20%	$0

Military Transition Financial Planner

Separation

Retirement

Final PCS

Final PCS

State Residence

Renting Tips

Buying Tips

Transition Fund

Target Salary

Income Planning

VA Healthcare

Temporary TRICARE Coverage

Extended Health Coverage

TRICARE Costs

VA Healthcare

Servicemembers' Group Life Insurance

Family SGLI

Veterans' Group Life Insurance

Estate Planning

Property/Auto Insurance

Retirement Savings Matter

TSP Partial or Full Distribution

SBP

BRS Lump Sum

Education Benefits

Disability Compensation

Income Comparison

Transition Fund

Life Insurance

To-Do List

Military Transition Financial Planner