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Founding CFP Partner | Phrontis Financial Practice Dashboard
+6 from last month
Up from 54 last quarter
7 critical priority
Across all active clients
| Client | Branch | Grade | Days to Sep | Readiness | Top Action | |
|---|---|---|---|---|---|---|
| MAJ Webb | Army | O-4 | 487 | TSP rebalance | ||
| SSG Martinez | Marine Corps | E-6 | 234 | VA claim filing | ||
| CPT Johnson | Air Force | O-3 | 156 | SBP election — urgent | ||
| SFC Torres | Army | E-7 | 612 | Pension modeling | ||
| 1Lt Kim | Space Force | O-2 | 89 | Income replacement — critical |
| Name | Branch | Grade | Separation | Top Concern | Score | Date |
|---|---|---|---|---|---|---|
| PFC Anderson | Army | E-3 | Sep 2026 | Replacing income | 32 | Mar 28 |
| Capt Nguyen | Air Force | O-3 | Dec 2026 | TSP decisions | 55 | Mar 26 |
| SGT Williams | Marine Corps | E-5 | Jul 2026 | VA claim | 41 | Mar 24 |
Platform Revenue Uplift
The platform = $1.3M in additional annual revenue
Client countdown and milestone tracking
Roth vs Traditional modeling
AI-guided claim preparation
BAH comparison and VA loan analysis
Spouse financial independence planning
90-day intensive cohort management
Self-directed investing education
Role: Founding CFP Partner
Revenue Share: To be finalized in co-founder agreement
Client Capacity: Unlimited via platform scaling
Platform Access: All modules, full dashboard, client management tools
Status: Active — founding partner terms apply to all future tiers
Full partnership agreement to be executed separately. This dashboard reflects current working terms.