Your Financial Wellness Advocates

Clear Answers • No Pressure • No Cost

School employees shoulder an enormous amount of stress, from classroom responsibilities to complex benefit decisions. Many feel overwhelmed, confused, or unsure where to turn.

We are here to help.

As your financial wellness advocates, we provide simple, confidential support to help you:

Understand Your Benefits

  • 403(b), 457, 401(k)

  • Vesting, fees, vendor differences

  • Enrollment and paperwork

Protect Your Income

  • Family planning

  • Preparing for emergencies

  • Understanding insurance basics

Make Confident Retirement Decisions

  • Old accounts from past employers

  • Consolidation options

  • Transitioning into retirement

Reduce Financial Stress

  • Budgeting clarity

  • Debt strategy basics

  • Saving and future planning

Click Here To Schedule

Sessions can be:

  • virtual

  • after school

  • before school

  • during lunch

Always confidential.
Always supportive.
Never sales-focused or complicated.

Education first. Clarity always.
We are here to support you similar to an EAP but for financial wellness.