Carrington Financial Planning

At Carrington Financial Planning, we understand that navigating the complexities of financial planning can be daunting, especially for foreign service professionals. That's why we're dedicated to providing expert guidance and personalized support to help you achieve your financial goals. With decades of experience in the Foreign Service, we've seen firsthand the unique financial challenges that come with serving abroad.

Our Expertise

At the heart of our approach is a deep understanding of the Foreign Service, combined with advanced financial planning expertise. We've built a reputation for delivering unbiased, trustworthy advice that prioritizes our clients' best interests. Our team of Certified Financial Planners is committed to helping you achieve financial independence, no matter where you are in the world.

Our Services

We offer a comprehensive range of services tailored to the unique needs of foreign service professionals. Our approach is designed to address the unique financial challenges of the Foreign Service, including:

• Financial Planning: We'll work closely with you to develop a personalized financial plan that aligns with your goals and values.
• Retirement Planning: We'll help you determine the best approach to achieve a comfortable retirement, taking into account your Foreign Service pension, Social Security, and other sources of income.
• Wealth Management: We'll integrate your Thrift Savings Plan, IRAs, and other investments into a cohesive financial plan.
• Insurance & Risk Management: We'll help you navigate the complexities of insurance options, including life insurance, disability, and long-term care.
• Education Funding: We'll provide guidance on saving for a child's education and selecting the best options for your family.
• Legacy & Estate Planning: We'll help you create a plan for transferring your wealth to future generations.

How We Work

At Carrington Financial Planning, we believe in a collaborative approach to financial planning. We've developed a streamlined, remote planning process that allows us to work closely with clients anywhere in the world. Our steps are easy to follow:

1. Request information or an initial consultation through our contact form.

2. We'll reply to your inquiry and book a virtual meeting to discuss your needs.

3. We'll send a secure, online questionnaire to gather your financial information.

4. After you complete the questionnaire, we'll create a financial snapshot of your current situation and schedule our first planning session.

5. We'll provide a signed written agreement for you to sign electronically.

Meet Our Team

Our team of Certified Financial Planners is dedicated to helping foreign service professionals achieve their financial goals. With decades of experience in the Foreign Service and decades of experience in financial planning, we're uniquely qualified to understand the unique challenges you face. We're committed to providing personalized guidance and support to help you achieve financial independence, no matter where you are in the world.