Financial well-being

Your finances play an important part of your emotional, physical and spiritual well-being. Financial health means you can manage your bills and expenses, pay your debts, withstand financial emergencies, plan for your long-term hopes and dreams, and create peace of mind.

Everence can support you in all aspects of your financial life, from those needing help with debt and other financial foundations to those seeking to create legacy and demonstrate generosity.

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YOUR WELL-BEING

Planting seeds of financial well-being

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Financial foundations

Educate yourself on areas and aspects of your financial well-being. Explore how you approach money and how your personal values can impact your financial goals. Learn to manage your cash flow – the cash coming in and cash going out – and debt.
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Build resilience

Take your first steps to refine your financial future through consistent practice. Develop strategies for managing expenses and savings to create space for unexpected or emergency expenses.
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Prepare for the future

Create alignment between your mission and how you make financial decisions. Increase your confidence in your financial future as you work toward achieving your goals.
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Live your legacy

Explore your goals for giving your time, talent and resources to the people, causes and organizations that are meaningful to you. Develop plans for preserving legacy both now and in future generations.
PLANNING FOR LIFE EVENTS

Prepare for your journey

Explore answers to some of your financial questions as you move into the next step on your life journey.

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Getting started

Start out here with learning some of the key basics for managing your finances.
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Marriage

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

How to use compounding interest to your advantage and save for retirement.
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Buying a house

Learn what to think about as you aim to buy a house and what to expect along the way.
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College

How to save for college and use federal and private student loans. Plus how to refinance your college loans once you’ve completed college.
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Generosity and giving

Our faith calls us to live generously with our time, talent and money. Learn how generosity can integrate into your financial well-being and how you can use certain tools to support your goals.
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End-of-life planning

Start conversations to help you and your family prepare for end-of-life transitions.

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

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

[email protected]

800-348-7468

TOOLS

Financial calculators

Run the numbers

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
FAITH AND FINANCE

Values to live by

Your values impact every part of your life – so why not your finances? Everence believes financial well-being and faith-inspired living go hand in hand.

Disclosure

Advisory services and securities may be offered through a third-party registered investment advisor or registered broker-dealer that is not affiliated with Everence Trust Company. Investments and other investment-related and/or securities products are not NCUA or otherwise federally insured, may involve loss of principal and are not guaranteed.