TEACHER FINANCIAL COACH
Financial guidance tailored for educators who are planning for their best future.
WANT TO GET ON SOLID FINANCIAL FOOTING?
Working in schools is such a rush - from the hustle of the first week of school, through unit plans, superintendent visits, field trips, all the way through the last few days before summer and packing up your classroom. Educators do so much for their students and their school communities, but rarely get a moment to themselves to take care of their plans and priorities - including understanding and taking full advantage of their (often complicated!) educator finances and benefits.
A few years into your career, you might wonder - am I doing everything right? Am I saving enough for retirement? How can I plan for maternity/paternity leave or a sabbatical? Will I ever be able to afford a down payment or pay for my kids’ college tuition? What if I leave the classroom or start teaching in a different district?
Working in schools provides a variety of amazing benefits - a pension, family leave time, sabbatical opportunities, student loan forgiveness, and more. However, these benefits are often complex and rarely ever presented in a clear way to school employees!
HOW FINANCIAL COACHING CAN HELP
Whether you're an early-career teacher or school psychologist, or a seasoned occupational therapist or administrator, I can help you define your financial goals and create a plan to achieve them.
I specialize in educator retirement and benefits. I can help you:
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Relieve stress and anxiety around retirement planning and if you “have enough”
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Make big decisions around a career change, balancing retirement contributions vs. savings for a down payment or college tuition, or how to best structure unpaid family leave
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Save $1000s-$100,000s by making sure you’re using the lowest-fee retirement accounts, investing your IRA funds, utilizing HYSAs, and more
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Save time by avoiding multiple calls to HR, reading all the finance books and benefit guides, and/or figuring out how to transfer all of your accounts when you change jobs
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Get all of your finance and benefit questions answered in an nonjudgemental, comprehensible manner
Book a session today and we’ll tackle your questions and plans TOGETHER!
I offer a variety of financial sessions depending on your needs!
I offer 50 min sessions for basic retirement planning and family leave planning, and extended 80 min sessions for more complex retirement questions.
I also offer 110 min sessions for 2 person sessions (spouses, coworkers, etc.) and budgeting sessions.
Check out my Calendly page below for more info + pricing
FINANCIAL SESSIONS
ABOUT
Hi there! I'm Emily - a multi-hyphenate educator with a long and winding career path.
I have over a decade of experience in the corporate world, nonprofits, and all types of educational
environments. I've taught in public, charter, and international schools in NYC, the Bay Area, Micronesia, Italy, and Thailand. Outside of the classroom, I've worked as an instructional designer, test prep tutor, and UX researcher. I'm a pro at evaluating school work environments, leveraging teaching skills outside of the classroom, and navigating new career adventures.
Throughout my career journey, I've experienced despair, burnout, and even boredom in work environments that weren't the right fit for me, as well as reignited passion and a healthier work-life balance in others. I believe that meaningful, balanced work is the key to a fulfilling life, and it's my mission to help educators find their "fit" - personally, financially, ethically - and support them throughout their journey.
Whether you're an early-career teacher or a seasoned educator, I can help you sketch your future career path and create a plan of action to pursue it.
CONTACT
Contact me for more information and/or to schedule a session. I will respond within 48 hours.