Considering Leaving Your Public Sector Job?

Get a clear financial roadmap before you leap—from someone who's already made it.

CalPERS, CalSTRS, and other public pension systems

Schedule your discovery call

You're a mid-career public sector worker with a burning question: What if I just…walked away?

You're feeling burned out, underpaid, or just ready for something different. But every time you think about resigning, the questions flood in:

  • What happens to my pension?

  • Can I afford to lose these benefits?

  • Am I walking away from too much?

  • What if this is a huge mistake?

For questions like this, you don't need a 40-page financial plan. You need clarity on the one big decision in front of you right now, so you can decide whether staying or leaving is the right choice.

A comprehensive analysis of your retirement and public sector benefits. Most clients tell me this saves them from six-figure mistakes they didn't know they were about to make.

We'll meet twice over 3-4 weeks:

Session 1: We'll discuss your situation, what you're considering, and identify two scenarios to model.

Between sessions: I'll run your pension scenarios, compare total compensation, and create your personalized roadmap.

Session 2: We'll review your numbers, cover health insurance options, and walk through your roadmap so you can make this decision with confidence.

You'll walk away with:

  • What you're really earning now vs. what you'd need to match it

  • How to make the most of your retirement tradeoffs

  • Health insurance options: COBRA, ACA, employer plans

  • 1-page financial roadmap with your now/soon/later action steps

  • Clarity and confidence on your personal decision - no more wondering “what if?”

Investment: $2,550

Three payments of $850

Two focused sessions (45 minutes each) + 1 page roadmap

Get started
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Why Work With Me?

I've Been Exactly Where You Are

I spent years as a California legislative analyst, specializing in state pension policy. While my deepest expertise is in CalPERS and CalSTRS, the framework I developed applies to public pension systems nationwide—because the questions you're asking are universal, even when the formulas differ.

And then I left to pursue financial planning.

Here's the thing: this was my second career change. I moved from education into public policy to address the unmet needs I saw in the classroom. I know what it’s like to walk away from a stable government job, a pension, and the identity that comes with public service. I understand the guilt, the "what ifs," and the fear that you're making a terrible financial mistake.

I also know how to run the numbers and how to help you make this decision with clarity instead of anxiety.

Now, as a CFP® professional, I help public sector employees navigate the exact transition I made myself. Whether you're vested or not, burned out or just curious, I'll help you see what leaving (or staying) actually looks like.

Who This Is For

This is for you if:

✅ You're a public sector employee (federal, state, county, city, teacher, social worker, professor, etc.) with a public sector pension


✅ You're considering leaving but worried about your pension/benefits


✅ You're vested (or close) and don't want to "waste" what you've built


✅ You want to model the real financial impact before you decide


✅ You're tired of Googling or getting conflicting opinions on Reddit and want expert guidance

This is NOT for you if:

❌ You're 100% sure you're staying in the public sector

❌ You want someone to tell you what to do rather than help you make your own informed decision

Sound like you? let's talk

Frequently Asked Questions

  • Absolutely. Everything we discuss is completely confidential. I'm not affiliated with your employer in any way — I work only for you.

    As a fiduciary, I'm legally and ethically obligated to act in your best interest and protect your privacy.

  • No. Many clients are "exploring" and want to understand their options before making a move out of the public sector.

  • Even better. The goal is clarity, not convincing you either way. Sometimes the answer is "stay,” and that's okay.

  • While I specialize in CalPERS and CalSTRS (my area of deepest expertise), I work with public sector employees nationwide.

    I've helped clients with Federal Employees' Retirement System (FERS), Teacher Retirement Systems in other states, and various local government pensions. The core questions—what happens to my pension, can I afford to leave, what are my health insurance options—remain consistent across systems. If you have a different pension, book a discovery call and we'll determine if I'm the right fit.

  • I can still help you optimize what's next, but this service is designed for before you make the decision.

  • Absolutely. We'll model what happens if you leave now versus staying until you're vested.

  • I'll send you a short questionnaire beforehand. You'll also want to gather: your most recent pension benefit statement, other retirement account statements, information about your current salary and benefits, and any job offers or salary ranges you're considering (if applicable).

  • If after our sessions you realize you want comprehensive ongoing planning, we can absolutely explore that.

    But this service is designed to give you clarity on this specific transition first, no strings attached.

    Not sure which is right for you? Book a free intro call and we'll figure it out together.