About - Teachers' Path Financial Planning

About Teachers' Path
Financial Planning

At Teachers’ Path, we’re not your typical financial advisory firm. We’re dedicated to empowering educators with tailored financial planning services that address the unique challenges and opportunities you face.

Mission
Statement

Our mission is to empower educators to achieve financial security and peace of mind through personalized financial planning, education, and guidance tailored to the unique needs of teachers.

Vision
Statement

We envision a future where all teachers have access to expert financial advice, enabling them to focus on their noble profession while building prosperous and fulfilling lives for themselves and their families.

Values Statement

Integrity

We uphold the highest ethical standards and always act in our clients' best interests.

Expertise

We continuously expand our knowledge to provide financial strategies for educators.

Empathy

We deeply understand the challenges and aspirations of teachers and approach each client with compassion.

Education

We believe in the power of financial literacy and are committed to educating our clients.

Innovation

We creatively adapt our services to help meet the evolving financial needs of educators.

Our Approach at
Teachers' Path

We understand the unique financial landscape of educators. Many teachers are overly reliant on their pensions and may not fully understand their benefits package. Sadly, some fall prey to unethical sales practices from self-serving brokers.

That’s where we come in. At Teachers’ Path, we offer comprehensive wealth management services for educators, including:

Thoughtful, Detail-Oriented Financial Planning: We take the time to understand your unique situation and craft a personalized plan that aligns with your goals.
Education and Empowerment: We believe knowledge is power. We'll educate you on the financial concepts you need to make informed decisions.
Transparent, Ethical Advice: As a fiduciary, we always put your interests first. You can trust our advice is unbiased and objective.
Expertise in Educator Finances: We specialize in the intricacies of teacher pensions, 403(b) plans, and other educator-specific financial matters.

What Sets Us Apart

Expertise in Educator Finances: Nathaniel’s certifications as a Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst (CIMA®) provide the expertise to help you reach your financial goals. We’ll assess your needs, manage your risks, and fine-tune your plan along the way.

Fiduciary Commitment: As a fiduciary, we always put your interests first and have a legal obligation to do so. No hidden fees or agendas, no conflicts of interest, and no pushy sales tactics.

Relatable and Approachable: We’re not about fancy suits or stuffy meetings. We offer a comfortable, judgment-free environment where you can have open and honest conversations about your financial future.

Our Founder's
Story

I’m Nathaniel Carswell, the founder of Teachers’ Path Financial Planning. As the youngest of four children from a working-class background, I witnessed firsthand the stress and struggles that financial insecurity can cause. This experience shaped my passion for financial planning and my desire to help others build personal wealth responsibly.

My
journey

First-generation college graduate

Overcame financial struggles and student loan debt

17 years of experience in the wealth management industry

Former COO at an RIA with nearly $1BN in AUM

Credentialed as a CFP® and CIMA®

Why I Focus
on Teachers

After years of working with high-net-worth clients, I realized my true calling was to help those who could benefit most from financial planning – teachers like you. I believe that educators, who dedicate their lives to shaping our future, deserve specialized financial guidance to secure their own futures.