You Serve Others. We Serve You.
Our faith-based financial planning is designed around the realities pastors and mission leaders actually face, from navigating housing allowances and 403(b) plans to planning for retirement. Whether you’re just starting or approaching your retirement years, our financial retirement planners meet you where you are.
Is This the Right Fit for You?
Not sure if financial planning is what you need right now? Here’s a simple way to think about it.
You’re in the right place if you:
- Feel uncertain about whether you're saving enough for retirement
- Have questions about housing allowances, clergy taxes, or ministry compensation
- Are navigating a major life transition: marriage, a new role, a growing family, or approaching retirement
- Want to give generously but aren't sure how to structure it
- Simply don't know where to start
If any of these resonate, a conversation with one of our planners is the right first step.
Our Planners Serve Every Stage of Life
Pastors, Senior Ministry, Christian University and Christian Nonprofit Leaders
You carry the weight of your mission and your family’s financial future simultaneously. Our Financial Roadmap process gives you a clear, comprehensive plan built around your calling.
Employees and Support Staff
Your employees and support staff don’t have to navigate their financial questions alone. Whether they need guidance on retirement savings, budgeting, or benefit options, our team is ready to walk alongside them.
Early-Career Workers
Starting out in ministry can feel financially overwhelming. The CARE program is designed specifically for you, offering personalized support and faith-centered financial guidance as you establish your foundation.
Members Aged 50 and Beyond
The Overture Experience is a curated retreat for members 50 and older, offering space to reflect, plan, and prepare for the next chapter of your life and ministry.
Which Planning Option Is Right for You?
We offer several ways to engage, from self-directed tools to one-on-one guidance. Here’s how to find your best starting point.
Your Situation
Best Starting Point
I want a comprehensive, personalized plan
The Financial Roadmap
Our most in-depth offering. Work one-on-one with a credentialed financial planner to build a comprehensive, God-honoring financial plan tailored to your ministry context. This guided, multi-step process addresses retirement, savings, debt, income, and long-term goals.
Best for: pastors, ministry leaders, and members with more complex financial situations who want a clear, personalized plan.
I want to check my retirement readiness on my own
Principal Retirement Wellness Planner
Prefer to start on your own terms? This self-directed tool helps you assess your retirement readiness and identify next steps at your own pace.
Best for: members who want a quick, independent snapshot of where they stand.
I want to learn at my own pace
Toolbox Series
A library of practical, faith-centered financial resources covering topics like budgeting, stewardship, and planning. Ideal for ministry leaders who want to learn and grow at their own pace.
Best for: members who prefer to explore resources and build financial knowledge independently.
I want to connect with other ministry leaders
Stewardship Circles
Sometimes the most powerful conversations happen peer-to-peer. Stewardship Circles bring ministry leaders together for facilitated group discussions around financial stewardship and biblical money management.
Best for: ministry leaders who want community, accountability, and shared learning.
I'm early in my ministry career
CARE Program
Entering ministry is a significant step. CARE provides early-career pastors with personalized financial guidance and the support they need to build a stable financial foundation from the start.
Best for: pastors in the early years of ministry who need guidance on compensation, savings, and benefits.
I'm 50+ and want to plan for retirement
The Overture Experience
Looking for a deeper, guided retirement planning experience? Overture is a 24-hour retreat designed to help you evaluate your financial readiness through the lens of biblical financial principles, alongside your partners at Servant Solutions.
Best for: members age 50+ who want a personalized, retreat-style approach to retirement planning.
Not sure which fits?
Our planners can help you figure that out in your very first conversation at no cost and with no obligation.
What to Expect in Your First Conversation
Your first conversation with a planner is straightforward and pressure-free. We start by getting to know you and your current financial situation, your goals, and the questions that have been on your mind. From there, your planner will help you identify which planning option fits your needs best and walk you through simple, clear next steps.
There is no sales pitch, no obligation, and no jargon. Just a genuine conversation with someone who cares about you.
Here’s what typically happens:
1
You share your situation.
We listen no forms, no pressure, and no checklist to rush through.
2
We identify your priorities.
Together, we clarify what matters most right now and what can wait.
3
We recommend a next step.
Whether that’s beginning the Financial Roadmap or pointing you to a self-directed resource, you’ll leave the conversation knowing exactly where to go next.
Meet Your Planners
When you connect with one of our planners, you'll meet with people who understand your ministry and mission and are committed to walking alongside you.
Jerry Fox, PhD, CFP®
Director of Financial Planning
With decades of experience in faith-based financial planning, Jerry brings both academic rigor and pastoral sensitivity to every conversation. His work is grounded in the belief that financial stewardship is an act of worship.
Nate Bowers
Director of Financial Education
Nate combines practical financial expertise with a genuine understanding of the unique pressures ministry leaders face. His approachable style makes even complex financial topics feel manageable.
Idalia Burnett
Director of Financial Development
Idalia is committed to empowering ministry workers with the tools and confidence they need to make sound financial decisions without the jargon or judgment.
Rev. Dr. Mike Snyder
Financial Wellness Coordinator
As an ordained minister and financial professional, Mike brings a rare combination of pastoral insight and financial expertise. He understands your world because he's lived it. His experience enables him to provide ministry workers with personalized, thoughtful guidance that aligns with their unique challenges and values.
Servant Solutions has knowledgeable and helpful staff who understand the particulars of pastors' unique financial situations. I felt the time spent in the consultation was informative, encouraging, and realistically honest as to the direction my financial planning was going as I move toward retirement."
J. White
Frequently Asked Questions
Is this service really free?
Yes. Financial planning through Servant Solutions is provided at no cost to members. Our goal is to remove every barrier between you and the guidance you need.
What makes Servant Solutions different from a regular financial advisor?
Most financial advisors are not equipped to handle the specific complexities of ministry compensation: housing allowances, self-employment tax on clergy income, denominational retirement structures, and more. Our planners specialize in these areas and approach every plan through a lens of biblical financial stewardship.
What does the Financial Roadmap process actually look like?
The Financial Roadmap is a structured, collaborative process. You’ll begin with an initial conversation to understand your current situation and goals, followed by a deeper planning session where your planner builds a personalized roadmap. From there, you’ll have the support and resources to stay on track.
What if I'm not sure which planning option is right for me?
That’s what we’re here for. Reach out, and we’ll help you figure out the best starting point based on where you are in life and ministry.
Do I have to be a Servant Solutions member to access these services?
Some services are available exclusively to Servant Solutions members, while others are more broadly accessible. Contact our team to learn what’s available to you.
How long does the first conversation take?
Most initial conversations run between 30 and 45 minutes. You won’t need to prepare anything in advance; just come ready to share where you are and what’s on your mind.