Description
How it works
Book, pay and meet, all online.
Click Meet With an AdvisorChoose a time that works for you in our online scheduler.
Pay securelyPay when you book. You’ll get a confirmation with your session details.
Meet with a senior advisorBring your questions and any related documents.
Why book a session
A senior advisor who specializes in churches, clergy and ministries.
Premium Support gives you 60 minutes of senior-level guidance on complex or multi-part questions. Afterward you receive a written summary, ideal when you need documentation for your board, finance committee or tax preparer.
Common topics
What clients most often bring to this session.
Clergy taxChurch payrollHR questionsWritten summaryBoard documentation
Common questions
About booking and billing.
How do I prepare?
Have your questions and any related documents ready, such as tax returns, payroll reports, notices or plan documents.
What if we need more time?
The first 60 minutes are $300. Additional time is billed in 15-minute increments at $300 an hour.
I’d rather have someone help me.
Our team works with churches and clergy every day. Email clientservices@clergyfinancial.com or call (888) 421-0101.
