Financial Planning for the Foreign Service Community

Fiduciary guidance for careers shaped by postings, benefits, and long-term transitions.

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Built for the complexity of Foreign Service finances

Foreign Service finances are rarely simple. TSP, pension systems, allowances, taxes, and long-term planning decisions all interact, but they are often managed in isolation.
The Firm developed the FS Planning Brief to help Foreign Service Officers see the full picture: where they stand today, what decisions matter most, and what may need attention next.
It is a complimentary entry point designed to make fiduciary guidance accessible wherever you are posted.

What we do

Comprehensive Financial Planning

Statue of Albert Gallatin in front of the US Treasury Department building in Washington, DC.
Strategic planning that maximizes federal benefits, pensions, TSP accounts, tax advantages, and personal investments in a coordinated long-term plan.

Investment Strategy & Management

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Portfolio oversight and disciplined investment strategies aligned with your financial plan.

Foreign Service Benefits & Retirement 

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Guidance on federal pension systems (FSPS and FERS), TSP strategy, and retirement timing.

Designed around the realities of Foreign Service life

Foreign Service careers introduce financial decisions that do not follow a standard path. Compensation, benefits, taxes, and long-term planning priorities shift with each posting, assignment, and transition.
The Firm’s approach is built around this structure, ensuring that each decision is made in context, not in isolation.
• Planning across postings, including overseas and domestic assignments
• Integrating TSP, FSPS, and allowances into a unified strategy
• Managing financial decisions through career transitions and repatriation
• Preparing for retirement within the Foreign Service system

Meet your advisor

I’m Warren Covert, Founder and Principal Advisor of Global Fiduciary Partners.
As an EFM, I am personally navigating the Foreign Service lifestyle, including international postings, transitions, and the financial complexity that comes with them.
My work focuses on helping Foreign Service families make informed, long-term financial decisions; coordinating the TSP, pensions, allowances, taxes, and investments into a coordinated plan.
Learn more about me or the Firm here.