Financial Planning | Catholic Financial Life

Financial Planning Tools

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Learning Center

Visit our Learning Center for interactive articles on financial wellness including topics on personal finance, insurance and investing basics as well as retirement and wealth management.

Financial Tools and Calculators

Estimate your planning needs with these online tools. Our calculators include cash flow, insurance and annuity, personal finance calculators, and more!

Help Me Decide

Use our qualifying form to help you decide which financial products and tools are best for your age range, interests, and life goals.

Facts of My Life: Instructions to My Loved Ones

Here you will find tips and instructions for what to do when a loved one dies plus a printable instruction booklet "The Facts of My Life: Instructions to My Loved Ones" which contains important information for you to fill out including your biography, family members, financial matters and pre-planned funeral arrangements.

Free Financial Planning Ebook

Financial Wellness Ebook Series

Our Financial Wellness Ebook Series can help you through nearly every stage of your life - from basic tips on insurance basics, curbing credit card debt and saving for retirement to pre-planning needs, basics of annuities, why you need a will and much more.

Visit Our Blog

Here you will find interesting articles about financial products and planning, stories and reflections on faith and Catholic Financial Life's activities in our members' communities.

Contact Us

Catholic Financial Life
1100 West Wells Street
Milwaukee, WI 53233

(800) 927-2547
(414) 273-6266


Hours: (Central Time)
8am-4:30pm, M, T, & Th
8am-8pm, Wednesdays
8am-1:30pm Fridays
(May 22 thru Labor Day)


© 2013 Catholic Financial Life All Rights Reserved
1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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