Financial Planning | Catholic Financial Life

Financial Planning Tools

Financial Tools and Calculators

How much life insurance protection do you really need? How much money should you have for emergencies? Create scenarios like these and estimate your financial needs using our online calculators. 

 

Personal Finance 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. Mini quizzes are included throughout the articles to test your knowledge.


Planning a great retirementRetirement Planning Help Center

Whatever your time horizon, there are steps you can take to grow confident your financial plans will lead to a comfortable retirement. Take advantage of Catholic Financial Life's online Retirement Planning Help Center to get a clearer picture of what you can do to prepare properly. From calculators to informative articles on topics such as retirement plans and determining your financial future, our online Retirement Planning Help Center is a good place to get started.

Facts of My Life: Instructions to My Loved Ones

Mourning a loved one's death is one of life's most difficult tasks. Help make this process easier by taking time today to download and complete the free printable Ebook "The Facts of My Life: Instructions to My Loved Ones." This book contains important information for you to fill out including your biography, family members, financial matters and pre-planned funeral arrangements. These details offer invaluable instructions for those you leave behind.
 

Free Financial Planning EbookFinancial Wellness Ebook Series

Our Financial Wellness Ebook Series can help you through nearly every stage of your life including 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. Share these with your family and friends compliments of Catholic Financial Life!

 

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

Hours: (Central Time)
8am-4:30pm, M, T, Th & F
8am-8pm, Wednesdays
service@catholicfinanciallife.org

 

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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