School District and Education Employees

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.

Resources and Information for You
Discounted Financial Planning Services for School District Employees

Discounted Financial Planning Services for School District Employees

Seeking to help multi-tasking School District employees from neglecting their finances with Financial Plans designed to keep them better informed

The Educator's Financial Analysis - Financial Planning for School District Employees

Asking the Right questions

Asking the right questions to get a picture of your financial situation and where you are today.

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Understanding You


Understanding what your unique goals are for the future, your values and priorities.

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Assessing Your Goals

An honest assessment of how attainable your goals are, which are most realistic, which are most important to you.

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Choosing the Actions to take

Exploring what actions to take in order to get you from where you are to where you want to be.

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Our Process

Maximize you IPERS pension benefits

Client Centered

See all of your income sources in retirement

Client Centered

Run "What-if" scenarios to make better decisions

Fill in your name and email below and request an "Educator Financial Analysis" in the "Message" section

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More Real Life Strategies for Hard-Working Educators to be at Peace with their Money

Fill out the information below and tell us what you want help with

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