Financial Planning

Financial Planning
Title
What is this for?
Contact Information
Mail It
Working While Pensioned Exception Application
To request an exception to the rules for Working While Pensioned
The Church Pension Fund c/o Benefits Policy COEO Committee 19 East 34th Street New York, New York 10016
Worksheets
Title
What is this for?
Contact Information
Figuring Retirement Income Needs
To help you calculate and plan
Financial Assessment
Checklist to get you started
Life Goals
To help you think about the financial implications of your goals
Monthly/Annual Spending Plan
To help you create a budget
Net Worth Statement
An overview of your assets and liabilities
Organizing Financial Documents
Guidance on what information to gather and where to find it
Resources for Financial Assessment
Resources for Financial Assessment
Setting Financial Goals
To set short, medium and long term goals
Summary of Insurance Statement
To keep your critical insurance information in one place
Your Financial Planning To Do List
To help you take action
What Will College Cost
Use this worksheet to estimate the cost of a four-year bachelor's degree.
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