Section K
Rank what matters – Must, Want, Don't care, Don't want – and compare with your partner.
Tap a chip to mark each priority as Must, Want, Don't care, or Don't want. Your advisor team uses this to tailor recommendations and to flag conflicts between you and your partner.
Stay in current state of legal residence
You
Live near extended family
You
Live near a military base / commissary
You
Low cost of living area
You
Strong public schools
You
Walkable neighborhood
You
Own a primary home
You
Keep renting for flexibility
You
Use VA loan benefits
You
Keep current home as a rental on next PCS
You
Cap monthly housing cost
You
Protect spouse career growth
You
Remote-friendly opportunities
You
Run a spouse-owned business
You
Build side / 1099 income
You
Be fully debt-free (excluding mortgage)
You
Build a strong emergency fund
You
Max out TSP contributions
You
Max Roth IRA each year
You
Fund 529 for kids' education
You
Build a real estate portfolio
You
Stay in to military retirement (20+ yrs)
You
Plan a strong second career after service
You
Reach financial independence early
You
Plan for more children
You
Carry strong life insurance coverage
You
Have wills, POAs, and beneficiaries in place
You
Elect SBP at retirement
You
Use GI Bill for myself
You
Transfer GI Bill to spouse / kids
You
Use MyCAA / spouse education benefits
You
Drag-free ordering: use the up and down arrows to put your most important Must / Want items first. Your advisor and tax planner use this order to understand what matters most to you and where it differs from your partner.
Mark at least one priority as Must or Want above to start ranking.