Free Financial Planning for UMC Clergy

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check bookThe topic of managing personal finances can be daunting, and even depressing, for many pastors, particularly those who are just trying to stay afloat. On the United Methodist Communications website, there are some good tips on how to assess your church’s financial health, but what about your own?

I have some good news: the United Methodist Church’s General Board of Pension and Health Benefits is offering free financial planning services to all active participants, surviving spouses of clergy, and retired clergy with an account balance.

The General Board has partnered with Ernst and Young Financial Planning to offer support in the areas of:

  • making investment decisions
  • planning for retirement
  • managing debt
  • understanding your taxes

When I read about this offer on the General Board’s website, I admit that I was a little skeptical. Free financial planning in a time when everything costs you something?

However, I mentioned this resource to a pastor who had named financial health as an area she would like to work on as she plans for retirement. She came back with a glowing report:“The financial planner has been so helpful. I sent in my financial documents, and his encouragement and professionalism has really put my mind at ease about the future,” she said. The pastor also said that “taking action has given me something to work toward, one small step at a time.

piggy bankYou can call Ernst & Young directly at 1-800-360-2539, Monday through Friday between 8:00 a.m. and 7:00 p.m., Central time.

Their brochure contains additional information.

To log onto the program website, visit the Ernst and Young Planning Center, using the login info below:

  • company code: gbophb
  • company program: gbophb

I encourage you to take advantage of this free opportunity to alleviate some financial stress and take care of yourself.

Blessings,

–Kelli Sittser

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