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 Sign in Professional guidance toward a better financial life With the help of , you can make immediate progress toward the financial goals that matter to you and have a positive impact on your future. We’ll break down complex tasks, like retirement planning and debt management, into bite-sized activities and develop a personalized plan for you based on your unique situation. Get started We’re here to help you focus on what matters to you Manage your day-to-day finances Get control of your debt Provide for your loved ones Have enough, just in case Live comfortably in retirement Receive professional guidance Manage your day-to-day finances Stay on top of your money by creating monthly budgets, better tracking your cash flow and focusing on your overall spending habits. Get control of your debt See all of your debt together in one place, select a repayment strategy that works for you and visualize your path to becoming debt-free. Provide for your loved ones Understand your life insurance needs by evaluating all expenses that would need to be covered by your loved ones after you are gone. Have enough, just in case Create an achievable plan for saving for a potential emergency by determining how much you need to set aside each month. Live comfortably in retirement Save for retirement confidently by creating a plan that projects how much you will have versus how much you will actually need. Receive professional guidance Work directly with our team of proven financial planners who are here to help you and to provide you with unbiased guidance to help you reach your financial goals. Because The Pension Boards-United Church of Christ truly understands that your financial wellness is important is a benefit provided by The Pension Boards-United Church of Christ, free of charge to you. With our proven approach, we work directly with The Pension Boards-United Church of Christ to provide you with a thoughtful and high-quality service to help you with your money-related matters. Rest assured, your personal financial information is secure and private, and will not be shared with your sponsoring organization. Guided by EY’s team of experienced and objective financial planners Along with a collection of proven tools and information to better equip you for your financial future, brings you the proven experience of a dedicated financial planner to help you achieve your goals. Once you begin using the service, you will be paired with an experienced planner who will be available to you via phone or messaging. This is a proven professional who can offer unbiased education and guidance as it pertains specifically to you and your unique financial situation. Meet Joseph I completed my bachelor’s degree at the University of South Florida. I am also a Certified Financial Planner ™. When I am not assisting my clients I enjoy playing golf, and enjoying my two felines." Meet Gladys I obtained my bachelor’s degree in Accounting from William Paterson University. I am also a Certified Financial Planner™. In my free time, I enjoy keeping fit, specifically weight lifting and spending time with my kids." How it works Add information Add your accounts and other key information for a complete and accurate view of your current finances. Work toward goals Prioritize what’s important to you and create actionable plans that are realistic, forward-focused and achievable. Check in with a planner Lean on your dedicated EY financial planner for guidance and education along the way. About EY Contact Us Investment Adviser Form Privacy Notice Terms of Use FAQ Notice to...