Teaching is your passion. Financial freedom is your right.

Welcome to Take10™!

Take10™ for Financial Fitness equips educators with real wealth-building strategies to reduce financial stress and create work-optional futures.

You deserve financial confidence alongside the calling you love. Our Take10™ team is a dynamic group of coaches, ambassadors, and advisors blending financial experience, legal savvy, and education insiders. We’re powered by the real-world voices of current and retired teachers who’ve walked the walk — from classroom budgeting to retirement planning. Together, we deliver practical, teacher-tested strategies to help make financial fitness accessible and achievable.

Take control of your financial future. Join educators who’ve reduced financial stress and built real wealth.

Financial Fitness Center
(Open 24/7)

The Financial Fitness Center is the dedicated home base for the Take10™ holistic money wellness experience, blending movement, mindset, and practical tools to help build a stronger financial life in just a few focused minutes at a time.

The Financial Fitness Center is a hub of short, high-impact experiences that treat your money like a muscle you can train: consistently, safely, and at your own pace. Just like a physical gym, you will find classes, “supplements,” how‑to routines, and power moves that help you move from feeling stuck to feeling strong with your finances.

Wellness Wednesdays

Every Wellness Wednesday, join us for 1-hour Financial Fitness training sessions designed to fit into your busy day with no prior knowledge required. These sessions prioritize your immediate needs: only one-third of the hour (10–20 minutes) is dedicated to direct instruction on timely tips or educator power moves, leaving the remaining two-thirds as open space to address your questions and specific needs directly. Whether we are covering debt, budgeting, or paycheck basics in plain language, you’ll walk away with knowledge you can implement today, and you can always dive deeper by exploring our archived resources full of previous power moves and strategies.

In Person

Join us at the Staff Development Center (SDC M9), on the 2nd Wednesday of every month, from 5-6pm.

Virtual

Join us virtually, on the 4th Wednesday of each month, via Google Meet.

1% Better Community Forum

The 1% Better Community Forum is your dedicated space within Take10™’s Financial Fitness Center, where educators connect to celebrate small, consistent wins and track their financial personal records (PRs). It’s built for busy teachers, admins, and school leaders who want to share progress, swap tips, and stay motivated on their journey to financial strength.

“I will be forever grateful for the “old” administrator who taught me two things in my first semester of teaching: 1) Start contributing to your 403b with at least $100 a month and never stop, and 2) Do not take your annual leave payout at the end of your career, rather make a special one-time contribution to that same 403b plan. While I understood and enacted the former, the latter—-I had no freaking idea what he was talking about. But I do now, and I’m so glad I listened! The former compounded and earned hundreds of thousands of dollars over my career; the latter saved me multiple thousands of dollars in taxes!”

– David Norman, NBCT (retired after 31 years in classroom)

Supplements

FinTech

Financial Technology tools for budgeting, networth tracking, and account aggregation.

How To Guides

Financial Planning, Budgeting, Summer Accounts, Salary Reduction Agreement, and other resources.

Financial Planning Tools

Tax Forms, District Forms, Payroll Forms, and other useful tools.

Contact Us

(877) 395-0456

(888) 614-3672

info@planscope360.com

Disclosure: This information is brought to you through a partnership between your employer and PlanScope360. PlanScope360 is a plan governance platform of Verity Asset Management [Registered Investment Adviser]. Verity Asset Management and any other named entity are not affiliated.

This information is provided as general information and is not intended to be specific financial guidance. Before you make any decisions regarding your personal financial situation, you should consult a financial or tax professional to discuss your individual circumstances and objectives.

Please Note: The information being provided is for your convenience. When you click on a link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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