Financial Planning for Teachers

Obsidian Personal Planning Solutions provides financial planning for teachers that maximizes your economic potential.
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Examination

Perform a comprehensive inventory of your financial assets so you know what you’re working with.

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Organization

Assess and deploy your resources in an organized manner to ensure no opportunities are missed.

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Stability

Protect your future through insurance and careful planning to minimize the effects of potential pension changes.

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Ensure a Bright Future

  • Have you established an emergency fund for unforeseen future events?
  • Are you doing all you can to insure yourself against pension policy changes?
  • Do you have confidence in your savings contribution amounts and investment decisions?

You work hard every day to ensure a bright future for our children.
But who’s working hard to ensure a bright future for you?
Financial planning is an ever-expanding subject that requires continuing education.
We want to help you acquire that knowledge and ensure your assets are making the grade.

You know how hard it can be to teach yourself.
With financial planning, the learning curve is intense and the outcome is too important to risk failure.
Obsidian Planning has spent years learning and applying the principles and techniques
that can help build a solid retirement. Let us share our experience with you.

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Here’s how you can confidently design your future.

1. Schedule a No-obligation Conversation

Let's get to know each other and see if there's a fit with a complimentary, no-obligation conversation.

2. Enroll in the Lifestyle Protector Program™

Our step-by-step approach is designed to help you grow and protect your wealth and lifestyle, and preserve your family legacy.

3. Track & Monitor Your Progress

Together, we'll closely monitor your progress, so you can stop feeling worried and get back to living life to its fullest.

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Learn from experienced financial professionals with years of success

financial planning teachers priorities

Priorities

We help teachers prioritize debt payments and savings vehicles to optimize the effectiveness of their financial resources.

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Balance

Our financial philosophy is focused on the achievement of balance, in work and life and in spending and saving.

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Preparation

We analyze everything from intentions to insurance to income to make sure you’re properly prepared for the future you want.

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Prepare for Life’s Greatest Test

Financial planning can be a daunting subject. There are no retakes if you make a bad decision. When it comes to money, failure means sacrificing your lifestyle and compromising your dreams. You need an advisor who knows the material and can guide you through the various questions that you’re bound to face. Obsidian Planning wants to be that advisor.

Know Yourself

We start by helping you understand your motivations, identify your resources, and develop a workable outline. You need to know what you want and why you want it. Weathering financial setbacks and unexpected downturns requires discipline and determination that only come from a focus on personality and purpose. Our Lifestyle Protector Process begins with profile testing and personal interviews that help you get clear about your reasons and resolutions.

Get a Plan

When you know who you are and where you are going, you can begin to outline the steps that are right for you, the steps that are most likely to lead you to lifestyle success. Our financial plans consider everything from your temperament to your timeline, only then offering the information and guidance that will best serve your unique situation. You can rely on our experience, but you will ultimately need to make the final decisions in each circumstance.

Adjust Your Course

Because no financial plan exists in a vacuum, we don’t believe they are ever “final”. You will need to revisit your roadmap from time to time to determine whether you are on the right path and/or if your path has changed. With Obsidian, you’ll be partnered with a dedicated team of financial professionals who will regularly schedule and review your plan with you to give you the best chance at lasting success and financial freedom.

If you’ve been struggling to understand your insurance and investment options and unsure of where you can find the answers you need to ensure your financial future, call Obsidian Planning today. Your personal advisor is ready to help you build the plan you need.

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Download our Free Guide:

Five Things Designed to
Protect Your Future

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