Your Global Review
Why the Global Review exists
A clearer financial picture, before you make any decisions.
Federal employees face a financial system with its own rules and benefits: TSP allocations, FERS and FSPS benefits, FEHB, high-impact tax years, overseas postings, and timing decisions that shape long-term outcomes. The Global Review™ gives you a structured, independent overview of your retirement readiness so you can make confident decisions without paying a fee or preparing anything in advance.
This conversation is designed to help you understand two things clearly:
- Where you stand today, and
- What levers you can pull to strengthen your long-term results.
Before you ever pay a fee, you should know exactly how we can help and what opportunities we see for you. If you decide you’d prefer to implement the strategies on your own, that’s perfectly fine; we’ll simply wish you the best and remain available if you ever need us again.
What the Global Review covers
Your Review focuses on the questions that matter most:
- Is your retirement properly funded?
We look at whether your current savings trajectory aligns with your goals and timeline. - Are you paying more in taxes than you need to?
Federal employees often miss opportunities to reduce lifetime taxes during high-income years, overseas tours, or when shifting into retirement. - Is your portfolio suitable for your goals?
We assess whether your investment structure supports long-term security, TSP or outside accounts, without speculation or unnecessary risk.
These three questions form the backbone of every strong federal retirement plan.
Who the Global Review is for
The Global Review™ is designed for Federal employees who are:
- Preparing for or approaching retirement
- Transitioning between domestic and overseas assignments
- Seeking a second opinion on TSP strategy, tax impact, or benefit choices
- Wanting clarity before delegating investment management to a trusted advisor
If you’re evaluating your next financial move and want to understand the consequences before committing, you’re in the right place.
Retired already? The Global Review™ can help you clarify your path forward as well.
What happens after the Global Review?
There is no pressure to move forward. After the review, you will know:
- What is working in your plan today
- What risks or gaps may need attention
- What strategies could help improve taxes, investments, or long-term confidence
- Whether it makes sense to move into a full financial management engagement
Some people take the review’s guidance and implement on their own. Others choose to partner with GFP for ongoing support. Both are perfectly fine.
The goal is simple: provide clarity so you can make an informed decision, on your timeline.
Time commitment and expectations
Your initial Global Review call lasts about 20 minutes. You share your situation and questions. We walk through your options and give you a clear sense of what steps could help you most.
There is nothing to prepare. No documents are needed, and you won’t be asked to make any decisions on this call.
By the end, you’ll know whether our process is a good fit for you, and you’ll have enough clarity to make an informed decision about what comes next.