Financial Planning

Your career is dedicated to educating and empowering others. So is ours.

My name is Dave Grant, the founder of Finance for Teachers. As a Certified Financial PlannerTM, I know that navigating your financial road map is tricky no matter your career. However after marrying a teacher, I came to understand the unique frustrations that educators face when planning for retirement and became passionate about helping teachers understand their financial planning needs. Let me tell you how Finance for Teachers approaches financial planning:

We begin with the idea that genuine understanding comes best from experience.

And because our planning and investment management services are devoted to addressing the financial goals of educators, we stay on top of federal and state budget changes that affect your pension, contract, and benefits. We are here to help you plan accordingly.

 

Our aim is to demystify successful financial planning.

  • Do you wish your finances were more organized?
  • Do you comfortably meet your monthly bills, but aren’t sure what to do with the rest of the money?
  • Do you wonder if the retirement contributions you make now are enough to create the future you dream of?
  • Do you worry that your pension may change before retirement, and what additional steps you can take to prepare?

If you can answer “Yes!” to any of the above, or you simply want a professional to review your current plan and make sure everything is in place, a professionally designed financial plan go a long way to help ensure all your future goals are met.

 

We believe personal financial planning should be affordable for everyone 

And our plans are priced accordingly. Finance for Teachers offers services for every budget and each stage of financial planning:

  • No-commitment financial planning by the hour
  • Fixed price, annual plans with the option of investment management
  • Seminars addressing retirement savings and pensions
  • A free, helpful newsletter addressing current trends and concerns for teacher’s finances

Whether you’re a newly qualified teacher, midservice, or near retirement…

We’ll help you create a financial roadmap that allows for more than just retirement security.

We can help you budget for everyday savings, prioritize payments to efficiently manage your debt, or plan for college savings and other pre-retirement goals. No matter what stage your career is in, we believe every teacher can benefit from our financial services to help achieve a healthy work-life balance and live life to its fullest.

Schedule an appointment (the green buttons on right side of the page), or visit our Services page to learn more about what we offer.