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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 improveNumber of years as an educator
Current salaryCurrent household incomeCurrent 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 reservesDebt - balances
Debt - interest ratesDebt - minimum paymentsDebt - actual payments
Current credit score(s) (approximate)Last years tax returnInvestment growth (Low, medium, high)

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