Transition Wealth Planner | Disclosures
How Transition Wealth Planner frames trust boundaries
These pages should be replaced with attorney-reviewed documents before launch, but the UX already assumes a strong educational-software posture.
Educational use only
Outputs are based on user inputs and model assumptions. They are intended for educational planning, not individualized legal, tax, or investment advice.
Assumptions matter
Pension estimates, investment returns, and spending projections are uncertain. The software should always disclose scenario assumptions next to results.
Privacy and billing
The production product will need privacy, terms, refund, and billing policies that match Stripe flows and stored household data.
Beta risk
Before public launch, validate calculations against representative military household cases and attorney-reviewed customer-facing language.