Financial planning
Financial planning can benefit nearly anyone, whatever your age or circumstances. We can help you determine a clear direction, map your journey and provide guidance as you travel toward your goals.
How we work with you
Map your financial journey
Everence financial planning offers you a relationship with a knowledgeable financial planner to review your situation and develop a customized plan that aligns your life mission or goals with your financial decisions, inspires confidence about your future and enables you to give more generously.
Planning for life events
Prepare for your journey
Get some of your financial questions answered as you move into the next step on your life journey.
Getting started
Now that you’ve graduated, find out what it takes to step out on your own.
Giving back
Your charitable giving isn't just about giving donations at the end of each year or saving until after you pass away. There are lots of options and tools for ways you can make a difference today and for generations to come.
End-of-life planning
Start conversations to help you and your family prepare for a meaningful transition.
Get started
Let Everence help you reach your financial goals, no matter where you are on your journey. Contact an Everence representative or leave your information so that we can contact you.
Contact us
Additional resources
Calculators
Estimate your financial situation with our calculators, which can help offer guidance for a variety of situations:
- Retirement planning
- Personal finance
- Savings goals
Budget and debt counseling
Get your finances on track using our free, confidential budget and debt counseling service with LSS Financial Counseling.
Everence values
By working with Everence, you help make a difference for our members and community. We live out our values through responsible money management and giving back to others through unique community investing, grant-making and charitable giving programs.
Disclosure
Securities offered through Concourse Financial Group Securities, Inc., Member FINRA/SIPC. Investments and other products are not NCUA or otherwise federally insured, may involve loss of principal and have no credit union guarantee.
Products and services offered through Everence Trust Company and other Everence entities are independent of and are not guaranteed or endorsed by Concourse Financial Group Securities, or its affiliates.