Get your financial life on one page. Then choose the right pro.
One collaborative brief for your household, then a vetted planner, tax pro, CPA, bookkeeper, or estate attorney who understands military life.
How it works
Build your brief
Answer at your own pace, together with your spouse.
See what each pro needs
Know what a planner, CPA, or attorney looks at first.
Share with one click
Send the brief to the professional who fits your situation.
Five professionals, one intake
Answer once. Each pro sees what they need. Below is what each one does and when families typically need them.
Builds a long-term plan covering savings, TSP, debt, insurance, and goals.
When: Marriage, a new child, promotion, separation, or retirement.
Plans ahead to lower next year's tax bill around moves, bonuses, and side income.
When: PCS, combat-zone deployment, spouse starting work, side business.
Licensed accountant who prepares and files returns and can represent you with the IRS.
When: Multiple income sources, rentals, a business, or multi-state filing.
Keeps day-to-day money clean and hands organized records to your CPA.
When: A side business, rental, or family LLC. Saves hours at tax time.
Drafts wills, powers of attorney, healthcare directives, and trusts.
When: Before deployment, after marriage, when a child arrives, or buying property.
Built for military families. Not affiliated with the DoD, VA, or any branch of service. MilMoneyPro is not a registered investment adviser, law firm, or accounting firm and does not provide financial, tax, or legal advice.