Financial Planning
for Teachers by Teachers!

You dedicate your life to shaping the future, but who helps you shape yours? I'll help you simplify your finances, secure your family's future, and help you achieve your dreams. Let's build a plan that works as hard as you do!

Services

Picture of founder and financial planner, David Gourley

Hi, I'm David Gourley,

former teacher + financial planner

My wife and I were both teachers. When we got serious about our finances, we didn't know where to turn. We talked to the insurance salesman roaming the school. No way! We talked to the adviser who had a $250,000 minimum.

Um, what?!

That is why I have made it my mission to help other educators no matter where you are in your financial journey...

My Story

Financial Strategy with K-12 Planning

There are many different service models to meet your needs. Do you need a student loan plan with a tax projection? Maybe a project-based plan is for you!

Do you have a lot of projects or want the long-term support of a financial planner? Ongoing Financial Planning could just be what you are looking for.