Financial Planning for U.S. Foreign Service & Civil Service Professionals

Helping you make the most of your Federal benefits and keep more of what you earn.

Book a Global Reviewâ„¢ learn more

Who we serve

Early Career Federal Professionals

Getting started with your benefits, savings, and long-term plan.

Mid Career Federal Professionals

Checking progress, adjusting course, and preparing for bigger decisions.

Nearing or Living in Retirement

Coordinating income, taxes, benefits, and timing with confidence.

Seeking a Trusted Advisor

Looking for clarity, structure, and ongoing decision support.

What we do

Financial Planning

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A strategy to maximize your retirement benefits, reduce unnecessary tax-exposure, and reach your goals.

Financial Management

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Access to your trusted Advisor whenever you need us.

Investments

A group of friends toasting in a cheerful outdoor dinner setting surrounded by nature.

We’ll choose investments that align with your values and goals.

Schedule Your No-Cost Global Reviewâ„¢

A clear diagnostic of your retirement readiness, before paying any fees.

  1. Is your retirement properly funded?
  2. Are you paying more in taxes than you need to?
  3. Is your portfolio suitable for retirement?

Answers to these questions, and others you may have, are documented and explained in writing after your Global Reviewâ„¢. This process is for individuals who are saving for or approaching retirement and are a good fit for our firm. There is no cost or obligation for this review.

We want you to understand how our process works and what value it can bring before you ever pay a fee or decide to entrust us with your assets.

book your no-cost global reviewâ„¢

I’m Warren Covert, Founder & Principal Advisor of GFP.
I help Federal professionals get clarity on retirement, taxes, and long-term decisions, no matter where they are in the world.

My approach is simple: direct communication, honest analysis, and a clear plan aligned with your goals and values.

Learn more about me or my Firm here.

Frequently Asked Questions

Every plan we create is fully personalized, but most include guidance in the following areas:

• Cash Flow Management
• Retirement Planning
• Investment Strategy
• Tax Planning
• Insurance & Risk Management
• Education Planning
• Estate Planning
• Real Estate Strategy

Plans reflect your unique situation. Your Advisor will recommend the most relevant areas based on your goals, and you’ll have the flexibility to tailor the scope. The Firm may also address additional planning needs such as cross-border income, existing business ownership, or specialized federal benefits. Learn more about the GFP Process here.

The GFP Process starts with a chat and ends with an actionable roadmap towards your financial goals that reflects your goals and values. Find out more about how we work here.

While many of our clients live or work overseas, including diplomats and expats, we also serve U.S.-based clients who value a global perspective. If you have cross-border interests or a global mindset, we’re built to support you.

Comprehensive financial planning is flat-fee only, advice sessions are hourly.

That’s exactly what our hourly sessions are for. If you’re facing a specific financial decision like managing a windfall, navigating a unique issue, or just need clarity in one area, we offer focused advice without requiring a full plan.

You can schedule a free call with us to discuss your financial needs and goals.

No. Global Fiduciary Partners also works with U.S. expats and stateside Americans. Our focus is on globally minded individuals who value clarity, structure, and continuity in their financial lives.

A fiduciary advisor is legally obligated to act in your best interest, prioritizing your financial well-being above all. Learn more about the fiduciary standard here.