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Set a Solid Financial Foundation

Foundational Financial Planning

Lay the groundwork for long-term financial goals. Whether you need help understanding cash flow or learning how to prepare for life's milestones, build good habits to take control of your financial future.

Military Financial Planning
Overview

Is Foundational Financial Planning Right for You?

  • Are you just starting your financial journey? Perhaps you're a young military service member, new to the govt, or just beginning to build your financial foundation.

  • Do you want to establish good financial habits early on? Foundational planning helps you develop a strong base for future financial success.

  • Are you seeking an affordable option to get started with financial planning? Foundational planning is often more budget-friendly than comprehensive planning.

 

If you answered "yes" to most of these questions, foundational financial planning could be the perfect starting point for you!​

FERS Financial Planning

Foundational Financial Planning Includes:

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  • 3 meetings with your financial planner over 6 months​

  • Access to AI-powered spending and financial insights app

  • Personalized financial education videos

  • Email support from your financial planner

  • An actionable plan to achieve your goals

Cost
Foundations of Financial Planning Cost
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