Description
How it works
Book, pay and meet.
Click Meet With an AdvisorChoose a time and pay securely through our online scheduling system.
Get your confirmationYou’ll receive the details for your consultation.
Meet with a senior advisorBring your questions and any related documents.
Common topics
HR decisions carry legal and financial risk.
HiringWorker classificationPoliciesEmployee handbooksEmployee issues
Common questions
About the service and your order.
How do I prepare?
Have your questions and any related documents ready, such as policies, handbooks, payroll reports or notices.
What if we need more time?
The first 30 minutes are $150. 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.






