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PlanAhead Online

For those seeking or considering ordination 

Welcome to PlanAhead®

for Postulants and Candidates for Holy Orders

This customized financial planning tool can help you plan for the financial reality of a career in ordained ministry in the Episcopal Church.

Forecast your income during and after seminary and upon retirement. The results are available only to you. If you wish, you may share them with your bishop or Commission on Ministry.

How PlanAhead works

    1. Enter basic information about yourself (and your spouse, if appropriate).
    2. Based on the results, use PlanAhead's special features to develop your plan:

      • Steps for Improving Your Plan.
        Suggestions for managing reduced income and/or significant debt, as well as increasing your retirement income.
      • Investment World.
        Help choosing a return rate for your pre-retirement investments and evaluate changes in your investments.
      • Advanced Inputs and Overrides.
        Lets you fit the model more closely to your situation.

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