Request CPG's Estate Planning Kit
including three handy reference guides:
- Personal & Financial Records: Effective planning & accurate information
- Making Your Will: What you should know before you see your lawyer
- Survivor's Guide: What do you do now?
Contact us to request a kit.
| Workbooks for Clergy | View |
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| Personalized Financial Planning Workbook for Clergy |  |
| Personalized Financial Planning Workbook: Estimates Providing for a Non-Contributing Spouse |
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| Resources | View |
|---|---|
| Financial Planning Resources | |
| Worksheets | View |
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| Financial Assessment | |
| Financial Assessment - Family Member | |
| Organizing Financial Documents | |
| Net Worth Statement | |
| Summary of Insurance Statement | |
| Monthly/Annual Spending Plan | |
| Determining Life Insurance Needs | |
| What Will College Cost? | |
| Figuring Retirement Income Needs | |
| Life and Financial Goals | |
| Setting Financial Goals | |
| Your Financial Planning “To Do” List | |
*Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.