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I've been working with school district employees for more than 30 years. Both of my parents worked for the Des Moines Public Schools. My mother was a building associate and elementary school Librarian, and my father was a custodian who worked his way up to be in charge of all the custodians, security, plant and maintenance. I know that it takes a team to make a school a welcoming educational environment. I take great pleasure in working with education employees and do my best to help them make great decisions about their finances.
Please take advantage of the resources and discounted services I make available to all education employees. Please don't keep me a secret. Share my website and resources with your friends, family and coworkers.
You can never be overdressed or overeducated
The more that you read, the more things you will know, the more that you learn, the more places you'll go
Theodor Geisel (Dr. Seuss)
Education is the most powerful weapon which you can use to change the world
An investment in knowledge pays the best interest
I never let my schooling interfere with my education
Seeking to help multi-tasking School District employees from neglecting their finances with Financial Plans designed to keep them better informed
Asking the right questions to get a picture of your financial situation and where you are today.
Understanding what your unique goals are for the future, your values and priorities.
An honest assessment of how attainable your goals are, which are most realistic, which are most important to you.
Exploring what actions to take in order to get you from where you are to where you want to be.
Maximize you IPERS pension benefits
See all of your income sources in retirement
Run "What-if" scenarios to make better decisions