Our Proprietary Process

The Fed-Expert Financial Blueprint

A clear, proven path from uncertainty to confidence in your federal retirement. Every federal employee deserves personalized guidance tailored to their unique benefits.

Discovery

We start with an introductory meeting to understand your goals, timeline, and concerns. Our Chartered Federal Employee Benefits Consultants review your complete financial picture.

What to Bring:

Leave & Earnings Statement (LES)
TSP Account Summary
Social Security Statement
Completed financial questionnaire (we'll provide)

Benefits Report & Action Items

You receive a personalized 22-page federal benefits report with actionable steps based on your specific financial situation—not generic advice.

In addition, we provide a list of action items to consider in the short-term, long-term, and when important financial milestones occur. These action items help solve potential gaps in your financial plan. Instead of being given a list of "To Do" items, we use this time as an opportunity to provide education on the why and how.

10 Critical Areas Covered:

FERS/CSRS Pension Survivor Benefits TSP Strategy FEGLI Options FEHB Planning Medicare Coordination Social Security Sick Leave Credit Annual Leave Payout FLTCIP

Partnership

We're not a one-time transaction. You have ongoing access to your advisor for questions, annual reviews, and strategy adjustments throughout your career and retirement.

Ongoing Support Includes:

Help completing action items from your report
Annual benefit reviews and updates
Strategy adjustments as laws change
Access to our team of financial planners
Same-day meeting availability — book directly on our calendars

Ready to Get Your Blueprint?

Start with our free workshop or schedule a personal consultation with our team.