Emily Maretsky
Founder + Financial Planner
Educated Financial Planning
Advice-only financial planner serving educators and public service employees around the country. I help educators achieve their financial goals in and beyond the classroom!
Contact Me
Send Emily a Message
I am Fee-Only
I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.
I am a Fiduciary
I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.
Things to Know
Based in Queens, NY, serving clients locally and across the country through virtual meetings on Zoom.
Educated Financial Planning provides financial planning services to help educators, public servants, and union workers organize, grow, and protect their assets through life's transitions.
As a fee-only and fiduciary financial advisor, I am never paid a commission of any kind, and have a legal obligation to provide unbiased financial advice.
Please complete the application form on my website if you're interested in working together.
Get to Know Emily Maretsky
Hi! I'm Emily Maretsky, a former educator, turned financial planner FOR educators!
I primarily work with clients on project-based Comprehensive Financial Plans. During our work together, we meet for 5-6 sessions to evaluate your current financial situation and work on goal setting, cash flow and budgeting, retirement planning, investment planning, goal planning, and risk management. My goal is get your plan set up and implemented throughout our work together.
I am an advice-only planner - I don't manage investments, rather, we create an investment strategy and get your accounts set up in an optimal way TOGETHER. I believe in using broad, low-cost index funds to keep investing simple, so that you can manage them on your own moving forward.
About half of my Comprehensive Financial Planning clients opt into ongoing support (2 check in meetings per year, with ongoing email and virtual support) after completing our 5-6 meeting financial plan.
I love working with educators and their families to reach their financial goals! Please reach out if you'd like to work together.
I Can Help You With:
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Cash Flow Planning/Budgeting
- Employer Benefits Planning
- Student Loan Planning
- Pension Planning
- Career Change
Ideal Clients:
- Educators
- Public Servants
- Union Workers
- Growing Families
- Novice/Intermediate Investors
- Sudden Money Situations
- Partners Combining Finances
FAQ with Emily Maretsky
- Do you only work with educators?
- Do you provide investment management services?
- What is your investment philosophy?
- Do you provide tax planning services?
Most of my clients are educators or former educators, but I regularly work with families where a spouse/partner works in another industry.
I have particular expertise in working with folks who have a pension or 403(b)/TDA as part of their employer benefits, but many of my clients come to me with 401(k)s as well. I am always happy to discuss fit in a consultation call!
- Do you only work with educators?
Most of my clients are educators or former educators, but I regularly work with families where a spouse/partner works in another industry.
I have particular expertise in working with folks who have a pension or 403(b)/TDA as part of their employer benefits, but many of my clients come to me with 401(k)s as well. I am always happy to discuss fit in a consultation call!
- Do you provide investment management services?
- What is your investment philosophy?
- Do you provide tax planning services?
Fee-Only and Fiduciary - Without Exception
Watch Our Video: Fee-Only, Fiduciary, Independent
Emily Maretsky's Designations and Affiliations
Media Mentions and Industry Involvement
Emily Maretsky is Featured on the Teach and Retire Rich Podcast: "Curious About Becoming a Fiduciary Advisor?"
Emily Maretsky is a Guest on the Money Noticias Podcast: "How to Take Control of your Finances as a Teacher with Emily Maretsky"
Emily Maretsky is a Guest on the Teach and Retire Rich Podcast: "Full Time Financial Coach"
Emily Maretsky is a Special Guest on The Resilient Teacher Podcast: "Financial Self-Care for Teachers: Strategies to Reduce Stress and Change Your Money Mindset with Special Guest Emily Maretsky"
Emily Maretsky is Interviewed on The Teacher Career Coach Podcast: "Emily Maretsky: Should You Stay For Your Teaching Pension"
Office Locations
32-55 37th Street, Apt 2 - Astoria, NY 11103
