Schools & Non-Profits
Your staff do critical work. Support them with unique benefits to help them flourish.
Ways I work with schools & non-profits:
Retirement Plan Advising: I help schools provide their teachers with the retirement plan they deserve.
1-1 Financial Planning: I provide personalized financial advice to employees in a private setting.
Workshops: I provide on-site workshops to your employees on a variety of financial topics.
Sound like you?