Financial Cancer Care Toolkit
FINANCIAL CANCER CARE (FCC)
Financial Cancer Care is designed to help patients impacted by cancer manage finances through virtual workshops and one-on-one planning with a Social Worker and a Pro Bono Certified Financial Planner™.
Required training for Pro Bono CFPs
Foundation for Financial Planning CFP Pro Bono Training
Program Objectives
- Provide financial education, decrease anxiety about managing finances, and provide peace of mind.
- Help clients diagnosed with cancer find resources and options available to them.
- Offer families financial planning: a resource they may not otherwise have had access to.
- Build a network of support for clients by connecting them with a Social Worker and a Pro Bono Certified Financial Planner™.
Financial Cancer Care Articles
Serenity’s Story – Foundation for Financial Planning
Nanette’s Story – Blue Cross Blue Shield of MN
Financial Cancer Care Toolbox
Tools from the Foundation for Financial Planning
Bill Payment Schedule Debt Management Worksheet Family Balance Sheet Family Goals Worksheet Navigating Your Financial Roadmap Workbook
Tools from the Financial Planning Association of Minnesota
Action Plan Worksheet Cost of Education Worksheet Debt Management Video Financial Worksheet Goals Medicare Basics Video Personal Data Sheet Retirement Worksheet Social Security Basics Video
360 Degrees of Financial Literacy – American Institute of CPAs Calculators
Financial Calculators covering topics from 401(k), Caring for Aging Parents, to Disability Insurance, and more.
Educational Tools
America Saves Investopedia MoneySense Financial Plan Kit
FMLA Resources
Employee Protections FMLA Eligibility Qualifying Reasons
Social Security & Disability Resources
Disability Benefits Disability Fact Sheet Disability Hub Retirement or Survivor Benefits Ticket to Work Program Understanding Supplemental Security Income
Estate Planning & Legal Assistance Resources
Cancer Legal Care Financial Power of Attorney – Guide Financial Power of Attorney – Form Light the Legacy Health Care Directives
Financial Counseling & Debt Consolidation Resources
Apprisen Family Means Green Path Financial Wellness Lutheran Social Services Financial Counseling Navicore Solutions
Tax Resources
AARP Tax-Aide Prepare and Prosper
Cancer Information
American Cancer Society Glossary and Terms National Cancer Institute