Financial Planning
Financial planning is the process of meeting your life goals through proper management of your finances. Consultations can be made with the Certified Financial Planner (CFP) at no cost to staff, faculty, and their spouse/domestic partners.
What Can the CFP Do For You?
- Provide one-one-one counseling for personal financial planning
- Assist with understanding retirement questions
- Provide referrals to other campus or community resources
Resources
Choosing a Financial Planner: Tips on How to choose a financial planner
Personal Financial Information Organizer: Maintain your personal financial records (Word)
Calculators
Debt Reduction Calculator: Estimate how long it will take to be debt free
Mortgage Calculator: Calculate your monthly payment, refinances, and anything to answer your mortgage questions
Paycheck Calculator: Calculate your W-4 allowances, your take home pay, or how much you make per hour
Retirement Calculator Tool: Estimate your future retirement income from UCRP
Social Security Retirement Benefit Calculator
Social Security Quick Calculator: Estimate your social security retirement benefit estimates
Total Compensation Calculator: Find out what your total UC compensation is