Retirement Coaching Guide
Sell a fixed-scope decision package that solves the Regular Military Compensation gap, VA rating timing, and federal-service comparison a retiring senior NCO or officer won't get from TAP. This 21-page guide walks through the zero-budget test of asking five recent retirees what they'd have paid to have their numbers run, the four capabilities required to do the work credibly, and the time-for-money ceiling of one-to-one coaching — plus seven working templates to run it with.
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What It Covers
Package one defined comparison and next-step process instead of general transition coaching, since TAP already teaches resumes and interviewing for free. Find five people who retired in the last six months and ask what they would have paid to have someone run their numbers before they signed an offer — if nobody names a figure, the line stays parked. Separate coaching clearly from legal, tax, investment, benefits, and accredited representation, since credibility here depends on documented competence in military pay math, VA ratings, federal hiring, and retirement finance. Track paid packages, not interest or free conversations, and use the startup, budget, and estimate templates plus the coaching agreement, invoice, tracker, and compliance page for every client.
Seven Working Templates
- Startup checklist
- Budget worksheet
- Estimate template
- Coaching agreement
- Invoice template
- Tracker
- Compliance page
This guide gives you the framework. A full plan for this trade isn’t written yet. To find out whether it can work in your own town, Make It Your Town ($49) gives you a market-check file right away, then I research your trade and zip code and email you what I find. 7-day refund, unless I’ve already emailed your research. Refund policy.