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Attention Federal Employees

Develop a strategy to clarify, simplify, and organize your financial life.

Federal employees are severely underserved when it comes to their financial planning. Fewer than 50% have calculated how much they need to save for a comfortable retirement, and less than 25% have ever worked with a financial professional.

Benefits of creating your plan

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4 Meeting

Minimum

Spending time understanding you is the only way to create a comprehensive analysis of your goals and resources.

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4 Personalized Reports

You receive your 1st report in the second meeting so you can begin to experience the value of your new financial strategy.

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Fiduciary Obligation

As fiduciaries, we have an obligation to act in the best interest of our clients,

at all times.

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No Long-term

Commitment

You can choose to hire us to implement our recommendations or we can part as friends.

Create your plan for only $2,500

(50% upfront and the remainder at plan delivery)

Complimentary Get to Know Us Meeting

Valor Wealth Partners is proud to be a member of the following organizations

Work with a team of CERTIFIED FINANCIAL PLANNER™ Professionals specializing in Federal Employees' needs.

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Agendas of Your 4 Meetings

Meeting #1 - Initial Assessment (90 minutes)

During this meeting:
Evaluate your current financial situation and walk you through the interactive financial planning process.
Conduct a risk assessment providing you with your personalized risk number.
Risk Assesment
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Meeting #2 - Deep Discovery (90 minutes)

During this meeting:
Clarify your goals and financial resources in the planning software. Confirm the priorities you wish to achieve with this process.
Review your tax return from the previous year. Provide insights and guidance from our analysis.
Report Delivered
Tax Report
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Meeting #3 - Recommendations (90 minutes)

During this meeting:
Introduce the recommendations and probability of success detailed in your financial plan.
Review the action steps to execute your plan.
Report Delivered
Action List Itinerary
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Meeting #4 - Implementation (90 minutes)

During this meeting:
Present your financial plan.
Provide detailed suggestions for your future investment portfolios based on your risk tolerance and variables in your financial plan.
Discuss any questions or concerns.
Reports Delivered
Investment
Allocation
Initial Financial Plan
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Complimentary Meetings and Reports - if necessary

Federal Benefits Review
If you have not received a federal benefits report from us, we will provide a free report and a meeting to explain your benefits in detail.
FEHB Plan Comparison
During Open Season we will provide a free FEHB report comparing your plan to available options. We will conduct a meeting to explain your benefits in detail.

Create your plan for only $2,500

(50% upfront and the remainder at plan delivery)

Complimentary Get to Know Us Meeting

Executing Your Plan

Once you have your reports and we have answered all your questions, you need to decide who will execute the action list we compiled for you. This decision comes down to 3 options:
​

  1. We can part ways and wish each other best of luck after plan delivery

  2. We can meet annually to check on your progress

  3. We can provide full-service support

Valor Wealth Partners, LLC is an Investment Advisor registered with the State of Massachusetts. All views, expressions, and opinions included in this communication are subject to change. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.valorwealthpartners.com.

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