First Name
*
Last Name
Your Email
Phone Number
Date of birth
*
What is your current federal employment status?
Active Federal Employee
Retired Federal Employee
Separated but not retired
Not a federal employee
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Have you received the "Fork in the Road" letter regarding your employment options?
YES
NO
Not sure
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Do you need guidance on how your financial options may change based on your decision? (I will NOT be advising you to resign or stay, but I can help you understand what happens to your benefits.)
Yes, I need to understand the impact on my TSP, FEGLI, pension, and other benefits.
No, I already know my options.
I need general financial guidance, but my decision is already made.
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What is your biggest financial concern right now? (Select one or more)
Understanding my TSP options
Reducing FEGLI life insurance costs
Protecting my 401(k) or retirement savings
Planning for early retirement
Creating lifetime income in retirement
Other (please specify)
Do you currently contribute to your TSP?
Yes
No
Not Sure
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Are you open to strategies that could improve your retirement and financial security?
Yes, I want to learn more.
Maybe, I need more information.
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Please provide any additional details that may be important for our meeting.
