Hi! I’m Kelly Sturmthal,
estate and business planning attorney,
Certified Exit Planning Advisor (CEPA),
entrepreneur, and proud military wife and mom.
After more than 25 years helping families and business owners plan for what’s next,
I had a lightbulb moment: life doesn’t come with a handbook.
So, I decided to create Kelly's Briefing Room.
Family First
• Business & Financial Clarity • Alignment and Communication
• Protect • Plan • Prosper
• Peace of Mind.
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Join Kelly's waitlist below for details about her information packed educational classes.
Virtual Seminars and Online Classes and One
Avoid Probate - Protect Your Family - Military Mastery Class -
Protect & Prosper for Business Owners
All include a mix of resources - live calls, forums, webinars and downloads.
The Three Pillars of Kelly's Briefing Room
Everything comes back to three
simple, powerful pillars:
Protect
Protect what you've built, your plan, your family, your marriage, your home, and your benefits.
Put personal, legal and financial safeguards in place so you can move forward with confidence.
Review your finances, plans, legal documents and avoid legal issues with wills, powers of attorney, and medical directives plus refine your asset protection strategies.
Prepare for both the unexpected and the future you want.
Plan
Plan for the next 1, 3, and 5 years so you’re prepared for what’s coming, not scrambling to react.
Together, we’ll map out realistic timelines for both you and your family.
Strengthen your family’s future with conversations about values, alignment, and natural strengths.
Kelly and her collaborative team will walk you through prep and checklists, and build plans that work today and beyond.
Prosper
Because surviving isn't the goal, thriving is. Build stability and long-term growth, personally and financially.
Learn practical personal, financial tools and planning strategies.
Kelly plans for families and business owners.
She brings her practical tools and other experts to the conversation to include benefits optimization, smart money management, and even entrepreneurial growth.
Kelly's Briefs
Estate Planning Brief - Practical tools and education.
* Protect Your Family (estate planning) or
* Protect & Prosper for Business Owners
$197 per class.
Estate Planning 3 month Membership.
* Avoid Probate. 3-month Estate Planning Membership Group
$97 per class.
FOR Individuals and Couples seeking education, practical tips and tools to communicate effectively about their legacy.
Learn practical tools necessary to build a comprehensive estate plan together.
* Kelly's Brief includes office hours for one time class participants and for 3 month Membership plans, a replay library is included.
MILITARY Mastery Class
Ideal for Military Academy students,
graduates and young officers.
Tons of real life topics - over a 3 month period.
Join our wait list for details about the next class!
Only $97 per class.
In Kelly's Military Mastery Class, gather every month for 3 months in Zoom briefings covering the
real-life BASE topics that matter most.
NEW!
Sign up for Kelly's WAIT LIST to receive invitations and priority access to free, one-time educational sessions presented alongside local collaborators.
Topics include financial preparedness, business growth and exit planning, real world insights on healthcare directives and practical guidance from professionals such as
bankers, corporate leaders, exit planning experts and
ICU nurses & medical experts.
Practical Conversations.
Trusted Professionals.
Peace of Mind For Every Stage of Life.
What You’ll Find Inside
Kelly's agenda for all of her classes include ideas, issues and information from her BASE philosophy:
*Back to Basics - practical financial tools, including business basics,
*Alignment and natural skills assessments,
*Solid foundation - practical planning & tools and for life, career and the future for both individuals and couples and
*Estate planning reviews for families + legal basics discussions, including a review of civilian and/or applicable military benefits ....
Kelly's 3 month membership includes office hours, a replay library and a connection with others who understand the challenges and celebrate the wins.
Kelly's Briefs are available covering many different topics in the areas of finance, business, legal and civilian, family and military life.
Join our waitlist below.
Each Brief is a one time class, 3 month membership, seminar, download or practical implementation tool to keep you and your family moving forward, regardless of your season of life.
For class information and updates, sign up below.
Why the Briefing Room Exists
If you’ve ever juggled first time jobs, first home, moves, careers, kids, and finances while wondering “Am I doing this right?” — you’re not alone.
That’s why I created Kelly’s Briefing Room—a simple, supportive space to get clear, practical guidance for informed planning.
Choose a one-time Brief or a membership for ongoing legal, financial, personal, and planning support with a strong family focus.
It’s where your real questions get real answers — without legal jargon, billable hours, or overwhelm.
Who Can Benefit?
Individuals who want a legal and financial roadmap that actually makes sense.
Business Owners who want practical tips.
Military servicemembers ready to launch, stop playing catch-up and start planning ahead.
Dual-military couples balancing service and family life.
Families and Individuals who are ready to protect, plan & prosper.
Individuals and Couples who want to communicate effectively about their legacy as they learn the practical tools necessary to build a comprehensive plan together.
If that sounds like you, you’re going to fit right in.
What You'll Walk Away With
Peace of mind knowing your family is protected.
Clarity around your current plans, your finances and your next steps.
Confidence that you’re planning for the future, not reacting to it.
Communication tools to strengthen you and your family's future.
A Note From Me
I built Kelly's Briefing Room for families like mine, a place that feels safe, steady, and smart. A place where you can plan confidently, with insight from a seasoned professional.
Over the years, I’ve built and grown multiple businesses, each teaching me lessons I now bring to the Briefing Room, so you can navigate life with clarity, confidence, and support.
As a military wife and mom over the last 30+ years, life has provided me with insight worth sharing.
If you’re ready to trade stress for strategy, join me.
The Value at a Glance
To give you a sense of what's included:
Kelly's Briefing Room is a structured, high-value experience, which includes practical tools designed to help you move forward. No hourly billing or piecing it together on your own.
Kelly's Briefs provide insight and practical tools for you to implement - a cost effective way to protect and prosper as you plan!
Kelly's Briefing Room is very cost efficient -
$97 per month for 3 month classes or $197 per virtual seminar.
NEW! If you sign up for Kelly's wait list, you get personal invitations to free, one-time educational sessions presented alongside local collaborators.
*One to One consulting with Kelly is also available.
Three meetings with Kelly has a value of over $1,800. One time classes provide practical tools that will save you thousands. Kelly's Briefs cover many different areas of finance, business, estate planning, legal, alignment and communication topics, regardless of your season in life.
Business Owners - Ask about Kelly’s Business Planning Lab - Step Out Strategies.
If you’re running a business, ask about Kelly's Lab where we cover everything from entity setup to exit strategy as you step out.
Connect with Kelly on social media for more information.
Ready to get Started?
Let’s make your next chapter your most confident one.
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Text 561-889-1240 for more information.