Investment fee +
$99 / Month

You’ve invested in yourself and your business to unlock the earnings potential that comes with being your own boss. We’ll give you the tools to translate your business performance into greater personal wealth.

We’ll help you get organized, fix immediate issues, invest your money in the right places, and continuously monitor the most important indicators of your financial health. And because we work exclusively with educators, we can offer industry-specific guidance related to hiring workers, expanding your current location, buying or leasing your classroom space, financing your equipment, obtaining proper insurance coverage, and setting up your child care home retirement plan.

PERSONAL FINANCIAL PLANNING FEATURES

• Commission-free, fiduciary advisor
• Coordination with your other service professionals
• Education-specific financial coaching
• Debt management strategy
• Insurance evaluations and policy selection
• An investment advisor who gets it
• Continuous net worth tracking
• Estate planning coordination (basic)
• Personal dashboard
• Cash flow & budgeting
• Financial statements
• Student loan consultation
• Risk management
• Life insurance planning
• College planning
• Investment management 
• Tax planning/projections