I'm most passionate about helping educators and their families plan. I've taught, and know how hard it is to stay on top of financial tasks when you're in the classroom all day.
How do I serve teachers differently?
Virtual Meetings: You’re tired. You know having a plan for your money is important, but you just don’t have the energy to drive across town to a meeting at 5 pm. Meet from the comfort of your own couch.
Breaks: I know when the breaks are in the school year, and I keep those dates open for meetings with teacher clients.
Retirement: 403b? Pension? Social Security? I help you wade through the complexity and figure out how these different tools interact, and build a plan that makes sense given your unique context.
Student Loans: As a teacher, you’re likely eligible for a variety of student loan repayment programs.
Sound like you?