Create a Lesson Plan for Your Financial Freedom
Teacher-specific financial planning services
You already made it through school to earn your teaching credentials, a testament to your intelligence and perseverance. So, when it comes to managing your finances, we know you're more than capable. But just as effective teaching often involves collaboration with colleagues and parents, achieving financial well-being can also benefit from a team-based approach.
At SLP Wealth, you’re not getting salespeople. You're gaining access to fiduciary financial experts who understand the unique challenges and opportunities you face as an educator. Wondering if you can retire comfortably? Thinking of buying your dream home? Concerned you might be missing out on tax-saving opportunities?
Stop wondering. Let’s explore what’s possible.
Book a call with our educator financial planning team today.
Angie spent over a decade in education as a high school teacher and career advisor for undergraduate and graduate students. In addition, she spent a year teaching English in the Palestinian Territories and has worked closely with non-profits and service organizations all of her adult life.
Angie fell in love with personal finance while her family paid off $280,000+ of debt from graduate school. Her husband, a pediatrician, had gone to medical school on a partial scholarship. However, even with a modest amount of loans, by the time he finished residency, the loan balance had ballooned to a quarter of a million dollars. This, plus Angie’s graduate school debt, made them feel like they could not think about any other life goals — financial or otherwise — until the loans were paid.
In the process of figuring out how to pay the debt, Angie discovered the FIRE (Financial Independence Retire Early) movement, where she binged on financial podcasts and blogs and developed a financial strategy to pay off their debt. She felt empowered by what she learned and became passionate about equipping others with the same knowledge. She decided to change careers and become a fiduciary financial planner to help Gen X, Millennial and Gen Z clients with the unprecedented financial issues affecting these generations, like student loans.
Angie enjoys spending time with her husband and their five children in the Monterey Bay area of California, where they live. She swims with her local Masters swim team several times per week, just completed her first marathon, and is actively involved in her church. She also enjoys travel, backpacking, reading and giving back to the community.
Scotty McDonald is a CERTIFIED FINANCIAL PLANNER®, a Certified Student Loan Professional (CSLP®), and holds a FINRA Series 65 license. Scotty has a great passion for helping others realize the peace of mind that financial clarity can provide. He has a deep empathy and curiosity for each individual’s circumstances derived from his wide range of life experiences as a small business owner (commercial photographer) and Environmental Scientist in the public sector. Scotty has firsthand student loan expertise from community colleges, private and public universities, and specializes in helping public servants achieve Public Service Student Loan Forgiveness.
When not helping folks with student loans achieve financial freedom, Scotty is very likely going on long trail runs near his home in Santa Cruz, California.
Use our calculator to estimate what you'll pay
Financial Planning with SLP Wealth
I want SLP Wealth to manage my investments
Assets to manage
Management fee is tiered: 0.75% on the first $2M, 0.65% on the next $1M, 0.49% on the next $2M, and 0.25% above $5M.
Tax preparation with SLP Wealth Waitlist — tell your planner
1For a limited time, financial planning is just $199/month when you invest with us, or $199/month for your first 3 months ($299/month after) if you're advice-only and we'll waive your setup fee ($0 instead of $1,000). These rates aren't locked in forever (thanks, inflation), but once you sign up, we'll keep your monthly rate as long as we can!
Testimonials / Endorsements
Aimee
Teacher“It has helped me wrap my brain around all of my finances, especially my debt. It can get very overwhelming to have debt, but also goals I want to achieve. It has helped to be able to see the big picture, but to also be able to break it all down in small steps.“
Disclaimer:
These testimonial/endorsement statements were provided by current and former clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses. No compensation was given, and no conflict of interest exists between the client and SLP Wealth.
