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K-12 Planning
K-12 Planning provides financial planning for teachers by teachers. David Gourley, a former teacher and financial planner, helps educators simplify their...
K-12 Planning
K-12 Planning provides financial planning for teachers by teachers. David Gourley, a former teacher and financial planner, helps educators simplify their finances, secure their family's future, and achieve their dreams. Services include project-based planning, ongoing financial planning, and student loan consultations.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
David Gourley
former teacher + financial planner
Frequently asked questions
What is the investment mandate of K-12 Planning?
No public investment mandate has been disclosed. The firm's name and limited public footprint suggest its activities center on family education, governance, and succession planning rather than direct or fund-based capital allocation. There are no confirmed portfolio holdings, co-investments, or fund commitments attributable to the office.
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