Your Complete Financial Planning Library.
Six audiences. Six checklists. Six comprehensive, plain-language guides covering every major financial life transition built for real people navigating real life. All built by Blanken Management and yours to use today.
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Independent Firm
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Complimentary Consultation 🔒
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How to Get Started
From your first download to a personalized financial plan.
Here is exactly how we work together:
• Download Your Checklist Choose the checklist that fits your life stage and download it instantly, no email required.
• Work Through It Use the checklist to identify where you are, what you have covered, and where your biggest gaps are.
• Book a Free Call Schedule your complimentary 30-minute consultation, no obligation, no sales pitch, just clarity.
• Build Your Plan Together we build a personalized financial plan around your life, your goals, and your timeline.
👩Financial Checklist for Life Transitions for Women
Practical, empowering guidance for every major transition in a woman's financial life, from marriage to retirement and everything in between.
COVERS:
• Marriage & partnership finances
• Career breaks & job loss
• Divorce & widowhood
• Retirement planning
• Inheritance & estate guidance
🎖️Financial Checklist for Life Transitions for Veterans
A complete guide to the financial benefits you've earned through service and the civilian financial decisions that follow.
COVERS
• VA disability claims & ratings
• VA home loan & TSP decisions
• GI Bill & education benefits
• Military retirement & pension
• Survivor benefits & estate planning
👨👩👧👦 Financial Checklist for Life Transitions for Families
A family financial playbook for every stage of life — from your first home to sending kids to college to caring for aging parents.
COVERS
• New baby & home buying
• College savings & FAFSA strategy
•Aging parent planning
• Divorce & estate documents
• Retirement as a couple
💼 Financial Checklist for Life Transitions for Business Owners
The financial blueprint for entrepreneurs who want to build real wealth on both sides of the balance sheet.
Covers
• Entity structure & tax strategy
• Business owner retirement plans
• Buy-sell agreements & key-person insurance
• Exit planning & business valuation
• Personal wealth alongside the business
🌅 Financial Checklist for Life Transitions for Retirees
A retirement income guide built for the distribution phase — because saving for retirement and making it last are two very different challenges.
COVERS
• Social Security claiming strategy
• RMDs & Roth conversion planning
• Medicare & IRMAA guidance
• Long-term care planning
• Estate planning in retirement
🚀 Financial Checklist for Life Transitions for Young Professionals
The financial moves that matter most in your 20s and 30s — because the decisions you make now compound more than anything you'll do later.
COVERS
• 401(k) match & Roth IRA strategy
• Student loan & debt prioritization
• First home & family planning
• Equity compensation & career growth
• Milestones by decade (25, 30, 35, 40)
Book Your Complimentary 30 Minute Consultation
No obligation. No sales pitch.
Just a candid conversation about where you are financially, where you want to be, and whether Blanken Management is the right fit for you.
Or reach us directly:
570-236-0076
william.blanken@blankenmanagement.com
www.blankenmanagement.com