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:
Investment Tools
Financial Planning Forms
Personal Financial StatementEstate Plan OutlineEstate Planning DocumentDetermining Your Net Worth