Personal Help

Financial Planning

Are you looking for personalized, professional help with your finances? I offer financial planning services with the team at Guide Financial Planning. We won’t sell you anything or turn you away for not having investments for us to manage, but we will help you figure out your money and how to use it to fulfill God’s call on your life. You can learn more about our firm and what we do at GuideFP.com or schedule a free introductory call with the button below (fees vary and are quoted during the call). 

Schedule a Financial Planning Intro Call


Educational Consultations

Need some clarification on how clergy finances work? Sign up for a 15- or 30-minute phone or Zoom call. These are educational consultations where we can discuss things like how the housing allowance works, how clergy taxation differs, and what it means to opt out of Social Security. Consultation fees are $30 for 15-minutes and $60 for 30-minutes.

There will be no financial planning analysis or tax, legal, or investment advice provided. For investment advice or personalized financial planning analysis, see Financial Planning above. I am not a CPA or tax preparer. I focus on personal finance, not organizational finance, so while I can tell you the big picture of what the law says, I will not be able to help you with the logistics and details of church finance and accounting.

Schedule a 15-Minute Consultation

Schedule a 30-Minute Consultation


Speaking

I am available for a limited number of speaking engagements either in person or over Zoom. Email me at Amy@pastorswallet.com and let me know what you’re looking for.


Professional Relationship

I love meeting like-minded people and finding new ways to help my audience. Feel free to reach out to me at Amy@pastorswallet.com if you are interested in partnering together in our common mission. However, I am a busy person, so vague teaser emails will be ignored. Please be direct and tell me who you or your organization is, how you think you could benefit my audience or I could benefit yours, and what exactly it is that you want from me. I will not litter the website with ads, but I’m happy to introduce the Pastor’s Wallet readers to anything that may help them.