San Diego Financial Planning for Federal Employees Home

Financial Planning For Veterans Who Are Federal Employees

Our specialized financial planning for Federal employees will help you achieve financial confidence, peace of mind, and the ability to breathe easier.

WHAT YOU GET AT CREATE YOUR PATH

Peace of Mind

Whether it’s deciding which funds should be in your TSP, determining if your FERS pension will provide the retirement you want or planning for your children’s education, you will have our guidance to ensure you are making smart choices for you and your family.

Clarity

You don’t want to hike a mountain your whole life to realize it was the wrong path. Get clear on your goals, and what matters to you most so you know where you want your money to take you.

Proactive Planning

Many of the most critical financial decisions occur in your 30s and 40s when you have the most life transitions since life transitions usually mean money transitions. By being proactive now, we can help you avoid costly mistakes. It’s generally easier to prepare rather than repair financial mistakes.

Optionality

We will help you plan for optionality. No one can predict where you will be in 30 years. So, let’s plan for you to live your best life today while planning for optionality in the future.

Best Return on Life

We help you plan for the best return on your life, not just your investments. More money doesn’t equal more happiness. Real wealth is the ability to spend your time in a way that is aligned with core values. More money can’t give you time missed with your kids.

Honest Advice

Although most things in the “civilian world” are primarily profit-driven, you can rest assured that as a fiduciary our primary focus will always be the wellbeing of you and your family.

PHASE 1 OF OUR FEDERAL EMPLOYEE FINANCIAL PLANNING PROCESS

1. Initial Meeting

We’ll talk about what’s going on right now, what you want in the future, and what makes you happy. Afterward, you’ll know whether Create Your Path is the right financial partner for you.

2. Get to Know You

In order to do your financial planning well, we need to know who you are. So, during this meeting we will focus on your concerns, goals, and desires, which will allow us to understand your unique needs and objectives.

3. Get Organized

During this meeting, we will collect any necessary information while helping you sort through your financial lives and get organized.

4. Strategize

During the Strategize meeting, we will analyze and evaluate your current financial status using our financial planning software.

5. Financial Plan Delivery

The final meeting in Phase 1 is the Financial Plan Delivery meeting. During this meeting, we’ll present our financial planning strategies. The goal is to commit to implementing the top 1 or 2 recommendations.

Our Promise

Our promise is to treat you and your family as our own, to always put your best interest first, and to strive every day to help you get the best return on life.

JOSE ARMENTA, MSBA, ChFC®, EA

A Message From Our Founder

I joined the Marine Corps after high school and served as a dog handler. In 2011, I was injured by an IED while in Afghanistan and was subsequently medically retired. After leaving the military, I searched for a new purpose and found it in providing honest financial planning for Federal employees.

After working in the financial services industry, I realized that veterans did not have a reliable resource for comprehensive financial planning, so I launched Create Your Path.

When I am not working, I enjoy breaching blanket forts with my three little warriors, playing the drums, and taking family trips to Legoland.

Learn More About Financial Planning For Federal Employees