Anonymous wrote:Be prepared to potentially do a lot of work to give info for where your are. We were going to hire an advisor. Wanted $1800. Ok with that. But he wanted financial statements,, bank statements, utility bills, all kinds of crap. We don't budget or record stuff. I said no thanks.

A financial planner needs all that stuff. They can’t just make up a number they think you may need to work to attain in retirement.

I have a wealth manager who handles my retirement planning as part of his fees but I’ve found ChatGPT to be great. I have a lot of models going at the same time.

Anonymous wrote:OP here. Thanks very much to the page 2 respondents on a specific practitioner, and good suggestions on where to go to find further prospects!

Please report back on your experience— it would be great if you can find someone you think is worthwhile

OP here. Thanks very much to the page 2 respondents on a specific practitioner, and good suggestions on where to go to find further prospects!

We've had good luck with the planners recommended by our federal credit union.

I suggest you look at the National Institute of Transition Planning (NITP) and see if they list financial advisors to work with. NITP caters to federal employees.

Fearless Financial. We’ve only worked with Lori Atwood. She definitely has lots of experience with federal employees but she doesn’t do that exclusively.