Initial Plan Development
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
5 Meeting
Minimum
Spending time understanding you is the only way to create a comprehensive analysis of your goals and resources.
10 Personalized Reports
You receive your 1st report in the second meeting so you can begin to experience the value of your new financial strategy.
Fiduciary Obligation
As fiduciaries, we have an obligation to act in the best interest of our clients,
at all times.
No Long-term
Commitment
You can choose to hire us to implement our recommendations or we can part as friends.
Personalized reports are organized in your secure document vault and can be printed in book format.
Summarized Agendas of Your 5 Meetings
Meeting #1 - Initial Assessment (60 minutes)
During this meeting:
Evaluate your current financial situation and prepare for deeper analysis.
Conduct a risk assessment providing you with your personalized risk number.
Risk Assessment
Provide the list of documents needed to provide accurate answers to your questions.
Meeting #2 - Deep Discovery (90 minutes)
During this meeting:
Clarify your financial resources as we dive into your relationship with taxes.
Confirm the priorities you wish to achieve with this process.
Review your tax return from the previous year and provide insights and guidance from our analysis.
Reports Delivered
Life Hub
Current Tax Report
Meeting #3 - Federal Benefits Review (90 minutes)
During this meeting:
Uncover if you are maximizing your federal benefits and provide valuable actionable insights.
Compare your current FEHB plan to available options.
Reports Delivered
Federal Benefits Report
FEHB Comparison
Meeting #4 - Recommendations (90 minutes)
During this meeting:
Discuss our insights on your ability to achieve success and the most impactful actions to take.
Introduce your potential income figures based on available resources and your needs.
Evaluate your tax saving options based on a variety of scenarios.
Review and prioritize the action steps to execute your plan.
Share your options to execute your financial plan, to include a detailed discussion of costs.
Reports Delivered
Potential Income Report
Forecasted Tax Report
Interactive Action Tool
Meeting #5 - Implementation (60 minutes)
During this meeting:
Present detailed suggestions on your portfolios, review your plan, and discuss next steps.
Summarize all our analysis in our proprietary 1-Page Summary.
Review options to move forward with Ongoing Planning to execute your plan.
Discuss any questions or concerns.
Reports Delivered
Portfolio Analysis
1-Page Summary Plan
Create your plan for only $2,500
(50% upfront and the remainder at plan delivery)
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:​
​
-
We can part ways and wish each other best of luck after plan delivery
-
We can meet annually to check on your progress
-
We can provide full-service support
​
Don't worry, this decision is made after you have seen our dedication to you and the level of service we deliver. These options are described in detail on the Ongoing Planning page.
Valor Wealth Partners is proud to be a member of the following organizations
