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You're booked. Here's what happens next.

Your 15-minute Federal Retirement Fit Call is on the calendar. A confirmation email is on its way.

1

Watch for our call

We'll call the number you entered at your scheduled time, from (520) 843-1559. Save it so you recognize it.

2

Have two numbers handy

Your target retirement date (or the date you retired) and a rough idea of your TSP and other savings. No documents yet. Your spouse is welcome to join.

3

After the call

If we're a fit, we'll schedule a 45-minute Diagnostic Review on Zoom and send you a short survey and secure document upload. If not, we'll point you to free resources.

The road from here

Each step has to earn the next one. Nothing costs you anything until we both agree the Blueprint is worth it.

Fit Call15 min · phone
You are hereNext step if we're a good fit and can truly help you.
→
Survey & documentsSecure uploadSo we review your real numbers, not guesses.
→
Diagnostic Review45 min · Zoom · no costWe recommend the Blueprint only if it's worth well more than its fee.
→
Blueprint Delivery60 min · ZoomThe paid step: your written plan, walked through together.
After your Blueprint, it's your choice: carry out the plan yourself, or have us help you on an ongoing basis.

Need a different time? Use the reschedule link in your confirmation email.

While you wait, browse our YouTube channel for federal retirement topics.

Haws Federal Advisors is a registered investment adviser. The Fit Call is an introductory conversation and is not individualized investment, tax, or legal advice.