Access Your Financial Tools
A map to start your journey
We are all stewards of the gifts God has entrusted to us. But while we’re on our financial journeys, there are obstacles and temptations at every turn. Managing your money isn’t always easy, but you have financial benefits and planning tools to help!
Remember - You don't need to do it alone. No matter where you are in the planning process, our Financial Educators are here to help.
Day to day finances
Before you can take the first steps on your journey, you’ll want to understand your current financial situation. Your day to day finances play a big part in determining where you are now and how to get where you want to go.
Everyday finances
Beneficiaries
Designating your beneficiaries will help protect your loved ones. Review the Beneficiary Checklist for
helpful information on selecting your beneficiaries, then log in to the Member Portal to designate or update your beneficiaries.
MEMBER PORTAL
Check out your financial planning tools
If you’re ready to start taking action to improve your finances, explore the Financial Planning Tools available to you or use the Financial Navigator to help determine the right resource for you. You’re sure to find what you need for your next steps.
FINANCIAL NAVIGATOR
Retirement Planning
A big part of your financial future is planning for your retirement. While saving is an important part of planning, there’s a lot more to consider. Our Retirement Planning Guide will help walk you through important things to consider.
As you approach retirement, we’re here to help! If retirement is five or fewer years away, Ready to Retire will explain the process of when and how to initiate your retirement benefits.
READY TO RETIRE
Help planning for medical expenses
Personal spending accounts can help you manage and budget for medical expenses. Health Savings Accounts (HSAs) can also help you save for medical expenses during retirement, as the money you save in your HSA account accumulates each year.
LEARN ABOUT PSAS
Financial Educators
Sometimes it helps to talk through your finances and the financial benefits available to you – and our Financial Wellness Educators are ready to do just that. Contact the education team with a brief description about what you want to talk about and a CPS Financial Wellness Educator will reach out to you.
Contact an Educator
