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PlanAhead Online

PlanAhead® for Postulants and Candidates for Holy Orders is a customized financial planning tool that can help you plan for the financial reality of life in ordained ministry in the Episcopal Church.

Results are available only to you, although you may wish to share them with your bishop or Commission on Ministry, or whoever you deem appropriate.

How It Works

After entering some basic information about yourself (and your spouse, if appropriate) and your current retirement savings, the program projects:

  • Your expected retirement income (from your pension, Social Security, etc.)
  • How much income you will need and what costs your projected income will cover

Log On to PlanAhead for Retirement

Additional Features

Steps for Improving Your Plan gives you suggestions on how to increase your retirement income through savings and/or investment earnings.

Investment World provides information on choosing a return rate for your pre-retirement investments and assessments of how changing your investments will impact your future finances.

Advanced Inputs and Overrides help personalize the PlanAhead tool to closely model your individual situation.

Right Rail

Need Help?

Call us for assistance
(866) 802-6333
Monday – Friday
8:30AM – 8:00PM ET
(excluding holidays)