FEAP contracts with CLC to provide employees a free, 30 minute consultation with a financial counselor on a variety of financial issues. Consultation topics include, but are not limited to:
Contact FEAP directly at 434.243.2643 for referral to this valuable services. It is available to employees and their immediate family members.
Account List Tracking: Provides a list of account types in order to organize and track personal account data. Can also be a helpful resource when in the process of moving/changing addresses/changing names with various accounts.
Annual Expenditures: Useful for tracking current expenses as well as projected expenses during retirement.
Budget Worksheet: Useful for budget tracking. Spreadsheet includes formulas to assist with calculation.
Debt Worksheet: Useful for debt tracking.
Recordkeeping Guide: Provides helpful information regarding where to store important records and papers.
Settling an Estate: Checklist