Unbiased & Expert Advice
Professional guidance without hidden agendas.
Easy to Follow
Your custom report includes tasks that will align to your goals.
Gain Clarity & Confidence
Improve your finances at the pace and terms that work for you.
Ready to get started? Here is a list of items you'll need to gather:
| Ideal retirement age(s) | Up to 3 financial goals or areas to improve | Number of years as an educator |
| Current salary | Current household income | Current household expenses |
| Retirement account balance(s) | Roth account balance(s) (if applicable) | Brokerage account balance(s) (if applicable) |
| Current monthly contribution amount(s) | Current cash reserves | Debt - balances |
| Debt - interest rates | Debt - minimum payments | Debt - actual payments |
| Current credit score(s) (approximate) | Last years tax return | Investment growth (Low, medium, high) |
Need some help getting started?
We can help input your information for you.