Complete the Federal Retirement Readiness Checklist

Completing this checklist helps us review your situation before we meet – so your consultation is about decisions, not data gathering.

What You Get

• A faster, more productive consultation
• Fewer surprises and clearer tradeoffs
• A plan that reflects your actual benefits, timing, and priorities

Why It Matters

Federal retirement outcomes are shaped by a chain of elections and deadlines. The checklist helps us identify high-impact opportunities and avoid irreversible mistakes before timing locks in.

Let’s get the essentials

(10–15 minutes)

Just like when you visit your doctor’s office and they hand you a clipboard asking you to fill out six pages of information to make sure nothing is missed, this is the same idea. You don’t need to know everything. Provide what you can – if you’re unsure, we’ll clarify during the consultation.

Step 1 of 8
Contact Information
Fields marked with * are required
1) Career & Eligibility
2) Timing
3) TSP
4) Healthcare & Insurance
5) Social Security
6) Tax Picture
7) Goals & Priorities
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Thank you! Your checklist has been received.
One of our advisors will review it and be in touch shortly to schedule your consultation.