Fee-Only Financial Planning For Teachers
Please keep in mind that everyone is different so your personal curriculum map may look a little different than this.
Retirement Plan Selection
Product Clean Up
Large Purchase Needs
Insurance Reviews (if needed)
Plus Everything for New Educators
Reciprocity (if applicable)
Social Security (if married or previously earned)
Account Clean Up
First We Must Assess to See Where You Are in Relation to Where You Want To Be.
Financial planning is heavily anchored to your money so we've built a planning process that encourages you to take action and make a plan that you actually do something with. When you create a gameplan that you actually implement you receive value. When you create a plan that collects dust you have wasted your time and money. Wealth of Confidence is here dig through your data, dive into your goals, and create actions that will elevate your financial well being. With you we tackle each part of the process and make sure it gets done, whether that means meeting with outside professionals or completing paperwork, we get it done.