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.

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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.
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Set your course

Find out how we can help develop your plan.

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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.
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Getting started

Now that you’ve graduated, find out what it takes to step out on your own.

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Tips on juggling your expenses, while also enjoying getting a degree.

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Establish a solid financial foundation as you begin to share your lives.

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Starting a family

Find out how to protect your new family.

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Buying a house

Questions to consider as you start looking for your home sweet home.

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Preparing for retirement

Find out how to plan for your dream retirement.

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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.

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End-of-life planning

Start conversations to help you and your family prepare for a meaningful transition.

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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.

Find a representative Contact us

Contact us

1110 N. Main St.
P.O. Box 483
Goshen, IN 46527

(800) 348-7468

Additional resources

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Estimate your financial situation with our calculators, which can help offer guidance for a variety of situations:

  • Retirement planning
  • Personal finance
  • Savings goals

Go to calculators

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Budget and debt counseling

Get your finances on track using our free, confidential budget and debt counseling service with LSS Financial Counseling.

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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.


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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.