EY Financial Planning Services
Professional guidance for your financial life
.png)
Your monthly financial plan to thrive in ’25
Improve your financial wellbeing one month at a time in 2025. We’ll walk you through a plan to address various areas of your finances throughout the year. Learn how to set goals, reduce your debt, tame your spending and more.
.png)
How to get and keep good credit scores
Your credit scores affect your ability to get approved for a credit card, car loan or mortgage and may influence whether you get approved for a new phone. Let’s discuss factors that determine your scores.
.png)
Start your career on the right financial path
Get tips on how to address challenges, including payments on student loans and credit cards, and how to save for retirement and other goals while paying monthly bills.
Financial Guidance
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.