Financial Professional
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Financial Pacing Guide
Pacing Guides
As educators, we collaborate with peers to improve student outcomes. None of the host of tools we utilize is more prominent and necessary than the curriculum pacing guide.
We construct pacing guides to maximize the content to make our students more successful. The content pacing guides do for students precisely what the Financial Pacing Guide does for our finances.
How?
I created the Financial Pacing Guide to assist educators and other hard-working people in identifying, mitigating, and, when possible, eliminating problems in their financial life; by identifying areas of financial strength, weakness, and potential hazards. I work with you to construct your ideal financial plan, assist in implementation, and provide long-term support to ensure that you reach your financial goals as worry-free as possible.
The COVID-19 pandemic has caused many to pause and reflect on their current financial health. Most California educators feel that STRS will provide a safe and secure retirement but only relying on a public pension that the legislature could change with the brushstroke of law is unsettling. Add to this angst the explosive inflation the US has experienced since January of 2022, and the purchasing power of the dollars in that pension is eroded.
I want you to enjoy the best retirement possible but not at the expense of the present. So we will discuss all the various options that are available to help you assemble the best plan possible so that you attain the best possible outcome! It can be nerve-racking to try to process how to pay down debt, save, and pick the best possible protection for your family. Compound those issues with the challenges we face in the classroom from managing behavior, social-emotional learning, parents, administrators, and high stakes testing, personal finances tend to disappear from view. The financial Pacing Guide prevents that from happening because your personal financial health is the most important thing.
Why do you need the Financial Pacing Guide?
Life is hectic and chaotic enough without the added headache of personal finances. Eliminating this particular problem from your life is possible, and you owe yourself and your family to act!
Do you worry about any of the following:
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Paying more in taxes
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Runaway inflation
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Stock market instability or uncertainty
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Your pension and lack of options or alternatives
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What will happen to your family if tragedy befalls you
The first step in eliminating those concerns is education. I teach my clients how to deal with those issues and ultimately destroy them by implementing critical components of the Financial Pacing Guide.
My clients are put at ease in the short term because debt begins to disappear, and market fluctuations no longer impact their financial well-being. In the long term, my clients have happier worry-free lives because they know that their family will be cared for whether they are present or not.