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Financial Planning Tailored for Educators
Feel confident that you’re set up for success with retirement and pension planning, student loans, investments, taxes, family leave and sabbatical planning, and all of your financial goals.
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Empowering educators to achieve their financial goals in and beyond the classroom.
Comprehensive Financial Planning
Let’s figure out where you are, what you want your future to look like, and create a financial plan to bridge that gap. Together, we’ll make sure you’re on track to reach your goals, protect what’s important to you, and ensure that your money is working for you.
Financial Check-in Session
Need something specific? Have a question you need answered? Let’s talk through your options in a single-session.
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I’m not here to just manage your investments or sell you insurance.
My primary goal as a fiduciary financial planner is to support you as you navigate investment decisions, plan life and financial goals, and encounter whatever surprises life throws at you.
Hi, I’m Emily!
I’m a financial planner and a former high school engineering teacher.
I’ve helped over 300 educators in over 14 different states demystify their pensions and benefits and consider options that will help them achieve their financial goals.
Questions about pension calculations, teacher travel hacking, TDA/403(b) investing, planning for kids, or other financial questions? Access all of my past @teacherfinancialplanner posts here, organized by topic!
Let’s Get Started
Take the first step in getting set up for your best financial future! Submit an application for financial planning using the link below and we’ll discuss your goals and a plan to get you there.