Hi! I’m Kelly Sturmthal, 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 • Prosper • Plan
• Peace of Mind.
Kelly currently has a waitlist - join below.
The Three Pillars of Kelly's Briefing Room
Everything comes back to three
simple, powerful pillars:
Protect
Protect what you've built, your family, your marriage, your home, and your benefits. Put the right 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. We’ll walk through prep and checklists, and build family 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 both military and non-military families.
She brings her practical tools and other experts to the conversation to include benefits optimization, smart money management, and even entrepreneurial growth.
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.
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.
What You’ll Find Inside
Kelly's MILITARY MASTERY
Military MASTERY CLASS FILLED for
MARCH 11, 2026 through May 13, 2026 - 3 months.
Join our wait list below for the next class!
In Kelly's Mastery Class, we gather every month for 3 months in Zoom briefings covering the real-life topics that matter most— with her B.A.S.E outline -. Kelly provides:
*Back to Basics practical financial tools,
*Alignment and natural skills assessments,
*Solid foundation planning for life, career and the future for both individuals and couples and
*Estate planning and legal basics, including a review of civilian and military benefits ....plus so much more.
The 3 month membership include office hours, a replay library and a connection with others who understand the challenges and celebrate the wins.
Kelly's Briefs
3-month Estate Planning Membership Group and
One Time Class now filled.
Please join our wait list below for the next class!
FOR Individuals and Couples who want to communicate effectively about their legacy as they learn the practical tools necessary to build a comprehensive estate plan together.
The 3 month membership include 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.
Kelly welcomes both civilians,
military servicemembers and military families to her Mastery Classes.
Get updates on
Kelly's Briefs and Mastery Classes in 2026,
by joining the waitlist below!
If you need more information, connect with Kelly via the link below.
Who Can Benefit?
Individuals who need a legal and financial roadmap that actually makes sense.
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 estate 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 and your paperwork is current.
Clarity around your benefits, 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, instead of figuring everything out alone.
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.
If you’re ready to trade stress for strategy, join me. Let’s protect what you’ve built, prosper and plan what’s next.
The Value at a Glance
To give you a sense of what's included:
Kelly's Briefing Rooms are structured, high-value experiences, one to one conversations as well as practical tools designed to help you move forward without hourly billing or piecing it together on your own.
Try it for 3 months, although I expect you will want to visit often after we meet!
Kelly's Briefs provide insight and practical tools for you to implement - a cost effective way to protect and prosper as you plan!
See you in Kelly's Briefing Room~!
Kelly's Briefing Room, for $97 per month.
Three meetings with Kelly has a value of over $1,800. You will receive practical financial tools for individuals or couples, 1 or 2 income family tips, back to basics planning, alignment and natural skills assessments, communication tools, estate planning basics, civilian and military benefits, business basics if you own or want to own a business, structure and growth steps to create a solid foundation plus so much more.
Kelly's Briefs cover many different areas of finance, business, estate planning, legal, civilian and military topics.
Each Brief offers a one time class, 3 month series, seminar, download or practical implementation tool to keep you and your family moving forward, regardless of your season of life.
Kelly’s Business Planning Lab -
If you’re running a business, ask about Kelly's Lab where we cover everything from entity setup to exit strategy.
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.