Ohio Teachers & Administrators
You know your pension provides some degree of retirement security.
But you still have questions...
How and where should I invest my money?
Is it possible to change careers or retire early?
How does my pension affect my social security?
Let's get you some answers...
our services
We begin every financial planning relationship with our foundational onboarding program
Getting-on-Track
$1550
approximate program length: 3 months
WHO IT'S FOR
You've already worked through budgeting, and you've been able to build a substantial savings account, but you're not sure what to do next.
WHAT WE DO
I will guide you through a process that gives you the tools to define your priorities for yourself. Then we will work together to align your money with those priorities.
WHAT YOU LEAVE WITH
- Clarity about your personal priorities
- Defined next steps to get you on track toward your goals
Navigating Transitions
$3300 - $4700
program ranges from 6-12 months
WHO IT'S FOR
You are about to make a major move in your financial life, and you are looking for a partner to walk along side you through that transition, someone who can anticipate financial challenges and opportunities that will exist throughout the process.
WHAT WE DO
We will start by defining your priorities, understanding where you have been and where you are going. We will help you organize all the moving parts so we can simplify your finances and free up your capactiy to focus on what matters most - you, your loved ones, and the personal transition you are experiencing.
WHAT YOU LEAVE WITH
- Clarity about your personal priorities
- A comprehensive financial plan that includes but is not limited to:
- Cash flow
- Debt Management
- Risk Management
- Goal Planning
- Retirement Planning
- Estate Planning
- Tax Strategies
Ongoing Services
Ongoing Planning
starts at $195/mo
We do our best work when we become a financial partner in your life. Your financial plan will evolve as life evolves. We highly encourage our clients to consider ongoing planning after their foundational program is complete.
Asset Management
0.75%
meet Kelsey
founder & financial planner
I created Apricity Financial Planning to fill a gap that has existed in the financial planning industry.
I grew up in a family of educators and married an educator. After 8 years of experience as a financial advisor at a large firm, I realized there was a glaring gap in the services provided by traditional firms and the services our educators need.
You have different questions. You have different opportunities offered by your employer. You have different concerns and different priorities than many of your private-sector counterparts.
At Apricity Financial Planning, our mission is to empower Ohio's educators, to provide
- financial clarity
- financial confidence
- financial freedom
to a group of people who are particularly important to me: our teachers, school administrators and school staff.
This is a picture from our weekend visiting my brother in Indy.
more about Kelsey...
I love
- being outside, especially on the water or amongst the trees
- practicing yoga
- watching my kids play soccer
- spending long weekends with my parents, my siblings, and my nieces and nephew
My husband, Jonathan, and our three boys, Drew, Landon and Milo, are my whole world. Any time spent with them is the best way to spend my time.
My passion for financial planning comes from a deeper passion of helping people align their lives with what they value most and bringing a sense of peace and ease where there used to be uncertainty or frustration.
Apricity Financial Planning
1715 Indian Wood Circle, Suite 200
Maumee, OH 43537
Kelsey Burke
kelsey@apricityfp.com
419-825-6161