top of page

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?

bottom of page