Unbiased & Expert Advice
Professional guidance without hidden agendas.
Easy to FollowYour 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.