Financial Planning for

Ohio's Educators

Gain clarity, confidence, and freedom

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Ohio Teachers & Administrators

You know your pension provides some degree of retirement security.

But you still have questions...

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How and where should I invest my money?

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Is it possible to change careers or retire early?

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How does my pension affect my social security?

Let's get you some answers...

schedule your

Intro Call

our services

We begin every financial planning relationship with our foundational onboarding program

Getting-on-Track

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$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

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$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

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Ongoing Planning

starts at $195/mo

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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%

schedule your Intro Call

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.

how we can work together

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

6635 Central Avenue

Toledo, OH 43‚Äč617

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Kelsey Burke

kelsey@apricityfp.com

419-825-6161