Financial Planning | Catholic Financial Life

Financial Planning Tools

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!


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.

Planning a great retirementRetirement Planning Help Center

See what it takes to plan a great retirement. From tools and informative articles, this is a good place to get started.


Facts of My Life: Instructions to My Loved Ones

A free printable ebook "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. This book offers 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 - 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

Hours: (Central Time)
8am-4:30pm, M, T, Th & F
8am-8pm, Wednesdays


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