Financial Cancer Care CFP Toolkit
FINANCIAL CANCER CARE (FCC)
The Financial Cancer Care program connects cancer patients in Minnesota with a social worker and a pro bono Certified Financial Planner™ through a workshop and one-on-one meetings. The goal of the Financial Cancer Care program is to provide financial education, decrease anxiety about managing finances, and provide peace of mind as individuals and families impacted by cancer are navigating the overwhelming effects of cancer-related financial toxicity.
- 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™.
Foundation for Financial Planning Required CFP Pro Bono Training
Financial Cancer Care Pro Bono CFP Toolbox
Tools from the FFP
Bill Payment Schedule Debt Management Worksheet Family Balance Sheet Family Goals Worksheet Navigating Your Financial Roadmap Workbook
Tools from the FPA 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.
America Saves Investopedia MoneySense Financial Plan Kit
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
AARP Tax-Aide Prepare and Prosper
American Cancer Society Glossary and Terms National Cancer Institute