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Are you looking to set up a retirement plan for your ministry?

Church Sponsored 403(b) Plan

One-Time Set Up Fee of $500*

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Investment Management Fee of 0.35%

  • Special tax benefits for pastors

  • Flexible plan design

  • Professionally managed portfolios

  • Dedicated advisor​

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* includes first 5 participants, $50 per additional participant​

Church in Fall

Financial Health Weekend

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The financial health weekend includes 3 elements: Bible message(s) on finances, practical sessions and Q+A time, and optional staff training or financial answer sessions.

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Our goal is to encourage your church to have a biblically-centered worldview of their finances in saving, giving, and spending. Each session is packed with practical financial principles and applications drawn directly from scripture.

Bible Messages

Biblical messages that emphasize what God has to say about how we save, spend, and give our money. We walk deliberately verse by verse to explain and practically apply important Bible principles about money management.

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Practical Sessions and Q+A

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Practical sessions on topics like budgeting, investing, end of life planning, legacy giving, saving money, and more.

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These sessions are designed to help attendees take Biblical principles and apply them in practical ways in their everyday financial decisions.

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Q+A time provides attendees an opportunity to get answers to their most pressing money questions 

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FINANCIAL ANSWER SESSIONS

    

In addition to the practical sessions, some churches request the option of offering staff training or individual financial answer sessions. These consultations are confidential and an opportunity to get more detailed answers on a variety of financial questions.

Image by Scott Graham

*Please Note* I do not use these sessions to promote or solicit any business for Financial Pathway. These sessions are solely an outlet to share financial education.

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©2021 by Financial Pathway LLC

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Financial Pathway LLC (“FP”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by FP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of FP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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