Financial planning for pastors

As a pastor, you give so much of your time and talents, often with lean resources and significant financial challenges. And these challenges, if left unsaid, can impair and hinder your ability to lead your congregation and fulfill your calling to the ministry. That's why we offer special financial planning programs to help you walk confidently on your financial stewardship journey.

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How we walk with you

Confidence for the journey ahead

From debt reduction to retirement readiness, pastors face some unique financial issues and situations. By working with a knowledgeable Everence® financial advisor, you can develop a financial plan to find relief from financial burdens and a path to meet your short- and long-term financial goals – all while integrating your money decisions with your faith and values.

 

Our financial planning process

Grants and subsidies

  • Mennonite Church USA and Conservative Mennonite Conference
  • All other Everence-affiliated churches
Mennonite Church USA and Conservative Mennonite Conference

Everence Pastoral Financial Assistance Program

Subsidy for comprehensive financial planning

Through a generous grant from the Lilly Endowment Inc., credentialed and active Mennonite Church USA and Conservative Mennonite Conference pastors may receive a $1,000 subsidy1 toward the cost of a first-year Everence comprehensive financial plan. Pastors are asked to contribute a $200 co-pay, which congregations and conferences may assist to pay. 

All other Everence-affiliated churches

Everence Pastoral Financial Plan Grant

Credentialed and active pastors from any of our affiliated churches may receive an Everence Pastoral Financial Plan Grant2 of $400 toward the cost of a first-year Everence comprehensive financial plan. Pastors are responsible for only $400, and the pastors' congregation is responsible for $800 – half of which will be reimbursed through the Pastoral Financial Plan Grant. 

Financial planning provided us an opportunity to reflect on goals like saving for college and retirement, and encouraged us to make decisions that will benefit our family in the future.
Mennonite Church USA pastor
Iowa

Get started

Ready to take the journey to financial well-being? Find a local representative or contact us, so we can schedule your initial appointment with a financial advisor.

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Your partner along the way

Planning your financial life may be one of the best gifts you will ever give yourself, those you care about, and the congregation you serve. And with Everence, you can expect to work with a qualified representative and be supported by a team that will work to understand your needs, in a way that's convenient for you – whether that's in person, by phone, online or in other ways.

Calculators

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

  • Retirement planning
  • Personal finance
  • Savings goals

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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.

 

See what makes us different

Disclosure

1 Pastoral Financial Assistance Program subsidies will be awarded on a first-come-first-served basis, and are subject to availability. To participate, pastors must work with an Everence financial advisor. Everence reserves the right to discontinue the subsidy program without prior notice. 

2 A maximum of 50 Everence Pastoral Financial Plan Grants will be awarded annually on a first-come-first-served basis. To participate, pastors must work with an Everence financial advisor. Everence reserves the right to discontinue the grant program without prior notice.

Advisory services offered through Everence Trust Company and/or Investment Advisors, a division of ProEquities Inc., Registered Investment Advisors. Securities offered through ProEquities Inc., a registered broker-dealer, member FINRA and SIPC. Everence entities are independent from ProEquities Inc.