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Let's Talk

I am currently scheduling intro calls for Fall 2026, with new client engagements starting in March/April 2027. The purpose of the intro call is to determine if we're a good fit for each other.

First Name

Last Name

Email:

Phone

Employee Type: * Required

Foreign Service employee (FSPS)

Civil Service employee (FERS)

Eligible Family Member

Contractor

Unknown

Other (please provide details in the text box below)

I am not a federal employee

Marital Status * Required

Single

Married

Divorced

Widow(er)

Separated

Do you have minor children or adult dependent children? * Required

Yes - Minor child(ren).

Yes - Adult dependent child(ren).

Yes - I have both.

No - I don't have either.

Years until retirement: * Required

Less than 5 years

5-10 years

More than 10 years

I am unsure

What Can I Help With? Please provide more details than "finances", "money", "planning", etc..

Select the service you are interested in (these are the only services being offered at this time) * Required

Full comprehensive plan (single/no spouse/no partner)

Full comprehensive plan (couple, file taxes married, have a spouse/partner)

Basic Federal Employee Plan (1 Fed)

Basic Federal Employee Plan (2 Feds/Tandem Couple)

Annual review (returning clients only)

How Soon Do You Want to Start Working with a Financial Planner? * Required

Immediately (there is no urgency)

Immediately (there is urgency due to RIF, retirement, etc.)

In the next few months (flexible)

Not sooner than 6 months from now

Not sooner than 12 months from now

IMPORTANT: If any of the below "Are We a Match?" boxes are not checked, please see the "Not a Match" link below for resources to find a financial planner who is better suited for your unique needs.

Are We a Match? * Required

I do not have a life insurance policy other than term and/or FEGLI. I understand that Layered Financial does not review or give advice on whole life policies, Indexed Universal Life, Variable Universal Life, etc.)

I do not have Restricted Stock Units, ISO/NSOs, ESPP, ESOP, or any other form of equity compensation.

I am not seeking complex tax advice such as 1031 exchange, DST, equity compensation, working in a foreign country (other than U.S. government employees), owning foreign properties, etc.

I do not wish to invest primarily with individual stocks. I am not a day trader.

The majority of my investments are not cryptocurrency assets.

I am not looking for someone to take custody of my investments or place trades for me.

I am not currently going through a divorce or other legal matter that affects my financial picture.

I am willing to have meetings with my financial planner using Microsoft Teams (this is the only option available due to compliance). I understand that meetings will never be conducted using Zoom, Google Meet, Facetime, Skype, WhatsApp, etc.

I am willing to have meetings with my financial planner on nights/weekends. I understand that Tyler Weerden is a full-time federal employee and therefore is not available for meetings during regular business hours Monday - Friday.

I am willing to upload documents using a secure, password protected, one-way file request link.

I have reviewed the current fees and understand that a full comprehensive plan costs $5,000 (single)/$6,000 (couple) and the Basic Federal Employee Plan costs $3,000.

How Did You Hear About Layered Financial?

I have reviewed the "Not a Match" factors.If you have not already, please review the "Not a Match" factors here.

I understand there is NO cost for an introductory call.

Thanks for submitting!

No sales pitch.

No credit card information.

No email subscription sign-up.

No, "Get it while it lasts!" tactics.

Nobody likes surprises.
Submitting your information will not result in a random phone call from me (in fact, you don't even need to provide your phone number). After you click "send", you'll get an email from me with some basic information. Then, we can pick a time to video chat and see if we're a match. The email will explain what to expect on our first call.

If you have questions in the meantime, feel free to learn more and me, my wealth philosophy, and why Layered Financial may be the right partner for you to achieve your financial goals.

Services & Pricing

Disclaimer

ADV part 2A & 2B

Privacy Policy

IAPD- AdviserInfo.SEC.Gov

Layered Financial, LLC, dba “Layered Financial” is a Registered Investment Adviser registered with the Commonwealth of Virginia, the State of Texas, and the State of Connecticut. Registration does not imply a certain level of skill or training. Although we provide our services virtually to individuals throughout the United States, we may provide individualized investment advice or recommendations to clients only in jurisdictions where we are properly registered, notice-filed, or exempt from registration. We will verify that we are authorized in the appropriate jurisdictions before providing services to new clients. Layered Financial is not affiliated with or endorsed by any U.S. Government agency. This website contains links to third-party websites. When you link to any of these third-party websites, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. We are not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. Please see Disclaimers for additional important information.

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