I come from a two teacher household. When we started getting serious about our finances we didn’t know where to turn. One advisor that we reached out to had a minimum of $250,000. Another worked for one of the high cost 403b companies that wanted to put us into an annuity for our retirement account. I knew there had to be another option.

I left teaching to help other teachers because navigating the financial world alone can be challenging. If you want to work with someone who has been in your shoes, feel free to reach out as I would love to help you.

We are a firm that focuses on comprehensive financial planning for educators and their families. One giant piece of that puzzle for many teachers is having student loans. I have gone through extensive training to be able to serve you with great care in handling your personal situation!