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.
Our goal is to empower you and your family by providing the necessary information in a simple and straightforward way so that you can make informed decisions. Our mantra is Simple is Always Better!
We will help you anticipate your life transitions and build a road map to prepare for them while staying on track to achieve your life goals.
We will provide objective, research-based insight, allowing you to make non-emotional informed decisions to plan for the future without sacrificing what matters to you today.
We use the latest technology to provide the best service possible; from all virtual meetings that allow you to collaborate from the comfort of your home to our client portal that allows you instant access to your financial documents.
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.
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 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.
Let’s create something great together.
Let’s start small, a 30-minute call. 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.