Educator Essentials
Helping teachers make the most of their benefits and career choices. Navigate your 403(b), pension, and district benefits with clarity and confidence.
- 403(b) reviews and provider comparisons
- Pension benefit estimates and timing
- District-specific contract planning
College Planning
Support your kids without sacrificing your future. We’ll help you understand the true cost of college and create a plan to afford it.
- College cost projections and gap analysis
- 529 and savings strategy
- Financial aid guidance
Cash Flow Coaching
Build a strong financial base—no jargon, no judgment. We help you understand your money and spend intentionally.
- Budget design and review
- Savings strategy
- Aligning spending with your values
Investment Guidance
Plan ahead with purpose—and peace of mind. Your roadmap for big decisions, retirement, and growing your wealth.
- Comprehensive planning and scenario modeling
- Retirement goal-setting
- Investment review and portfolio fit
Think we might be a good fit? Let’s connect!