Financial Planning

PASBF offers free Financial Planning to all clergy (active and retired), spouses, and surviving spouses. Our Executive Director is a Certified Financial Planner™. To schedule an appointment for financial planning, contact Keith Anderson at 217-529-3221.

Below are some helpful Financial Planning Forms to help you gain Financial Success:

Financial Planning

Three Panel Approach Sample Budget Monthly Cash Flow Expense Percentages Scripture Passages

UMC Pension Plan Worksheet

Investment Tools

Risk Tolerance Questionnaire Asset Allocation

Financial Planning Forms

Personal Financial Statement Estate Plan Outline Estate Planning Document Determining Your Net Worth