Financial Guidance
for Federal Employees

See how I can help you organize, strategize and maximize your benefits & your money

Financial Guidance for Federal Employees

See how I can help you organize, strategize and maximize your benefits & your money

some of the Federal Agencies I've worked with:

Some of the Federal Agencies I've worked with:

My Video Channel

My Blog

webinar financial planning federal employees
FSA

Webinar – FSA vs HSA – Which is better for you?

Upcoming Webinar – Free to attend What’s better? FSA or HSA? Can you do both? Both of these plans are available thru FEHB this open season. Understanding the advantages of each can translate into thousands of dollars a year, year after year! Join me in my upcoming webinar – FSA, HSA or Both? – Which

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transform debt into wealth webinar
Debt

Webinar: Transforming Debt into Wealth

Is debt bad? Most Americans have debt of some sort (Mortgages, Student loans, Auto loans, TSP loans, CCs…). Understanding that debt can actually be a tool you leverage to build your wealth will give you a deeper insight as to whether you need to accelerate paying off your debt or put your money to better

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Start Planning your TSP!
Access my TSP Planning calculator & get my most recent TSP Planning Report with my recommended allocations, for FREE!

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Start Planning your TSP!
Access my TSP Planning calculator & get my most recent TSP Planning Report with my recommended allocations, for FREE!

You have Successfully Subscribed!

Plan YOUR Financial Future

I help Federal Employees Organize, Strategize and Maximize their Benefits and their Money

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I do your finances for one year
  • My bespoke financial planning service whereby I plan and carry out your finances for 1 year.

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federal employee financial advisor TSP

A fiduciary advisor specializing in retirement planning and federal benefits

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