Financial Planner
About Watson Financial Planning
Watson Financial Planning is a fee-only financial planning practice dedicated to helping public school employees and others navigate their financial futures with confidence. We provide personalized financial and retirement guidance tailored to each client’s goals and circumstances.
Our mission is to make trusted financial advice accessible—both online and in person—while offering practical tools and resources that empower clients to make informed decisions. We stand apart through our individualized approach, building lasting relationships rooted in transparency, education, and genuine care for each client’s success.
About Dr. Watson
Dr. Watson is a financial planner, educator, and lifelong supporter of educators. She believes financial planning should be aligned with each individual’s and family’s goals, with relationships and genuine connection at the heart of the process.
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After nearly 30 years in education as both a teacher and administrator, Dr. Watson transitioned into financial planning. Her passion for the field began by helping family members and naturally expanded to supporting other educators in building financial confidence and security.
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Dr. Watson practices as a fee-only financial planner to ensure transparency and avoid conflicts of interest. She does not sell products or earn commissions, and instead charges a flat fee for her services. As a fiduciary, she is committed to always acting in her clients’ best interests. She acts with full transparency and accountability, ensuring every recommendation serves her clients’ goals first.
Who We Serve
We primarily serve educators who are looking for expert guidance in planning for their retirement years. Our personalized approach ensures that each client's unique needs and financial goals are taken into account.
Our Approach
At Watson Financial Planning, we believe in a holistic approach to financial planning. We take the time to understand our clients' financial situation, goals, and concerns to develop a customized plan that aligns with their needs.
Benefits of Working with Us
By choosing Watson Financial Planning, you gain access to personalized financial guidance, valuable resources, and a team dedicated to helping you achieve financial security and peace of mind in your retirement years.