Financial Planning for U.S. Federal Professionals

Helping federal professionals connect today’s decisions to long-term outcomes as careers and lives evolve.

Book a Global Reviewâ„¢ how the Global Reviewâ„¢ works

What to expect on your Global Review call

  • A 20-minute introductory conversation. No preparation required.
  • You share your situation and questions.
  • We explain how the Global Reviewâ„¢ works.
  • If it makes sense, we discuss whether a follow-up Global Reviewâ„¢ is appropriate.

Thinking things through is part of the process.

Not ready to book a Global Review yet?

Stay connected and receive occasional planning insights and webinar invitations as your questions and priorities evolve.

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Coordinated Strategy

We help federal professionals coordinate retirement benefits, investments, taxes, and cash flow into a single, continuously updated plan so decisions aren’t made in isolation.

Trusted Guidance

Fiduciary guidance to help federal professionals make thoughtful financial decisions. The focus is on connecting today’s choices to long-term goals and adjusting course as life and priorities change.

Continuity Wherever You Are

Federal careers often involve moves, TDYs, transitions, or time abroad. GFP is built to function remotely, providing clients with consistent access to their financial plan and advisor regardless of location.

Retirement Transition

The move from earning income to drawing from accumulated benefits and savings is one of the most complex financial transitions. GFP helps clients coordinate this shift thoughtfully, preserving flexibility as retirement approaches and unfolds.

What we help you achieve

✔ Coordinate your TSP strategy with your broader retirement plan.
✔ Navigate federal benefits as part of a unified strategy.
✔ Evaluate tax-efficient strategies during service and into retirement.
✔ Improve cash flow and long-term savings through deliberate planning.
✔ Maintain a retirement plan that is reviewed, adjusted, and aligned over time.

Who we serve

Early Career Federal Professionals

Getting started with your benefits, savings, and long-term plan.

Mid Career Federal Professionals

Checking progress, adjusting course, and preparing for bigger decisions.

Nearing or Living in Retirement

Coordinating income, taxes, benefits, and timing with confidence.

Seeking a Trusted Advisor

Looking for clarity, structure, and ongoing decision support.

What we do

Financial Planning

Flatlay of business report with colorful charts, a notebook, and a laptop for data analysis on a desk.

Ongoing financial planning that coordinates benefits, taxes, and cash flow as your career and goals evolve.

Financial Management

family, beach, people, nature, ocean

Consistent advisor access and oversight, regardless of location or career transitions.

Investments

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Investment strategies aligned with your goals, time horizon, and overall financial plan.

Schedule your no-cost Global Reviewâ„¢

GFP offers a Global Reviewâ„¢ for federal professionals as an initial planning snapshot. This streamlined, no-cost process provides a coordinated view of current positioning and highlights key tradeoffs that may influence future flexibility.

  1. Is your retirement properly funded?
  2. Are you paying more in taxes than you need to?
  3. Is your portfolio aligned with your long-term retirement goals?

The Global Reviewâ„¢ is purely informational and requires no commitment or paperwork. Its purpose is to provide clarity and context, not recommendations. From there, individuals can decide whether ongoing planning work would be helpful.

book your no-cost global reviewâ„¢

Meet you advisor

I’m Warren Covert, Founder & Principal Advisor of GFP.
I help Federal professionals get clarity on retirement, taxes, and long-term decisions, no matter where they are in the world.

My approach is simple: direct communication, honest analysis, and a clear plan aligned with your goals and values.

Learn more about me or my Firm here.

Frequently Asked Questions

Every plan we create is fully personalized, but most include guidance in the following areas:

• Cash Flow Management
• Retirement Planning
• Investment Strategy
• Tax Planning
• Insurance & Risk Management
• Education Planning
• Estate Planning
• Real Estate Strategy

Plans reflect your unique situation. Your Advisor will recommend the most relevant areas based on your goals, and you’ll have the flexibility to tailor the scope. The Firm may also address additional planning needs such as cross-border income, existing business ownership, or specialized federal benefits. Learn more about the GFP Process here.

The GFP Process starts with a chat and ends with an actionable roadmap towards your financial goals that reflects your goals and values. Find out more about how we work here.

While many of our clients live or work overseas, including diplomats and expats, we also serve U.S.-based clients who value a global perspective. If you have cross-border interests or a global mindset, we’re built to support you.

Comprehensive financial planning is flat-fee only, advice sessions are hourly.

That’s exactly what our hourly sessions are for. If you’re facing a specific financial decision like managing a windfall, navigating a unique issue, or just need clarity in one area, we offer focused advice without requiring a full plan.

You can schedule a free call with us to discuss your financial needs and goals.

No. Global Fiduciary Partners also works with U.S. expats and stateside Americans. Our focus is on globally minded individuals who value clarity, structure, and continuity in their financial lives.

A fiduciary advisor is legally obligated to act in your best interest, prioritizing your financial well-being above all. Learn more about the fiduciary standard here.