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?