EY Financial Planning Services
Professional guidance for your financial life
Meet Your EY Planner
Discover how EY's financial planning services can help transform your financial future. In this video, you'll learn how to connect with a dedicated EY planner who can tailor strategies to your unique goals.
Financial Solutions Tailored to You
In this video designed exclusively for clergy, discover how EY Navigate offers a personalized, pressure-free path to mastering your finances, from taxes and retirement to budgeting and beyond.
Year-end tax and financial planning moves to consider now
To help you finish 2025 in a strong position and achieve greater financial wellness in 2026, we’ll discuss making sure you’re having the right amount of tax withheld from your pay, how to take full advantage of tax deductions and more.
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12 investing mistakes and how to avoid them
How to avoid timing the market, under-diversifying, investing too conservatively and other common investing mistakes that can derail your progress toward goals.
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Show your debt who’s boss
Let’s separate “good” from “bad” debt and talk about debt reduction.
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Wespath partners with EY Financial Planning Services, a leading global financial services firm, to offer confidential, objective financial counseling at no additional cost1 to eligible participants. Financial planning services are available to all active participants and surviving spouses with an account balance in Wespath-administered plans, as well as to terminated and retired participants with an account balance of at least $10,000.
Experts You Can Trust
EY financial planners do not sell investment or insurance products. This means you receive unbiased guidance without any of the sales pressure you might have with other financial planners. EY financial planners can help evaluate your financial situation and address your questions about retirement planning and investment management. They have special training in Wespath-administered plans and other topics important to participants, such as the clergy housing allowance.