Financial Education for Private & Federal Employees


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Introductory meeting with one of our experienced Financial Planners, ChFEBC℠, CFP®, AIF®. We will answer the questions that are most important to you and review a financial questionnaire.

Action Items & Benefits Report

Review your personal retirement report. You get to keep the report. It will cover your specific retirement estimates. In addition, we provide a list of action items to consider in the short-term, long-term, and when important financial milestones occur.


Engage in a partnership with us. We will help assist with completing your action items in the near-term and keep you on track for the long-term.

100+ articles on federal benefits & financial planning. The learning center has a dedicated spot just for Feds looking for information on federal retirement planning. There is a wealth of information in our catalog of articles. We hope you find some hidden gems in there. Our Financial Planners have uncovered lots of “secrets” the industry wants you to pay for. We believe everyone should have access to this information not just the wealthy.

Checkbook’s FEHB comparison tool allows you to easily sort through 158 FEHB plans and how Medicare Part B will integrate with your FEHB plan. Use our promo code “PLANWELL” to get 20% off the Guide to Health Plans for Federal Employees.