Check-In Phone Call (C)
Have a quick question for WCPG? Need to discuss your account? Have a surprise change in your life? Click here to schedule a brief check-in call to discuss your needs with the WCPG Team!
Introduction Phone Call via Referral (C)
Copy of Were you referred to Walker Capital to get help navigating your Federal Retirement? Perfect! We're here to help! Set time to get your retirement questions answered & learn about our planning process! We will also look to gather the information used in building a personalized retirement model for you!
Discovery Meeting
Are you nearing or already in retirement? Perfect! The WCPG Team is here to help! Click here to set up a call to get your retirement questions answered & learn about our planning process! We will also look to gather the info used in building a personalized retirement projection for you!
2. Retirement Mapping Session (C)
During this meeting, we'll begin building a comprehensive picture of your retirement plan by reviewing your federal benefits, retirement income sources, investments, taxes, insurance, and long-term goals. Together, we'll identify potential planning opportunities, discuss areas of concern, and begin developing strategies tailored to your unique situation. If requested prior to the meeting, please have your retirement statements and supporting documents available.
3. Portfolio Analysis Session (C)
This meeting is focused on your investment portfolio and how it aligns with your retirement goals, income needs, and overall financial plan. We'll review your current investments, discuss risk tolerance, diversification, fees, tax considerations, and evaluate whether your portfolio remains appropriately positioned based on your objectives. Our goal is to help ensure your investments are working together with the rest of your retirement strategy.
4. Strategy Optimization Session (C)
As your financial picture evolves, your retirement strategy should evolve with it. During this meeting, we'll review recent life changes, market conditions, tax considerations, and retirement planning opportunities to determine whether adjustments may improve your overall strategy. Together, we'll discuss recommendations designed to help keep your retirement plan aligned with your goals and priorities.
5. Implementation Session (C)
During this meeting, we'll start with a Q&A session + a quick review the recommendations you've decided to move forward with. Then we will walk through the implementation process together. Depending on your plan, this may include opening new accounts, completing paperwork, coordinating transfers, discussing insurance solutions, updating beneficiaries, or reviewing next steps. Our goal is to ensure everything is completed accurately and that you understand each step of the implementation p
6. Client Onboarding Session (C)
Welcome to Walker Capital! This meeting is designed to introduce you to our service model, explain what you can expect moving forward, and ensure your accounts and planning relationship are set up for success. We'll review communication preferences, ongoing service expectations, available resources, and answer any questions you may have about working with our team. Our goal is to make your transition into becoming a Walker Capital client as smooth and organized as possible.
Strategy Session (C)
This meeting offers Clients of Walker Capital an opportunity to review your financial progress, discuss any changes in your life or retirement, and ensure your portfolio & implemented strategies continue to align with your current needs.
Discovery Call (
Are you nearing or already in retirement? Perfect! The WCPG Team is here to help! Click here to set up a call to get your retirement questions answered & learn about our planning process! We will also look to gather the info used in building a personalized retirement projection for you!