Financial Cancer Care CFP Toolkit


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.


Educational Tools

 America Saves     Investopedia     MoneySense Financial Plan Kit


FMLA Resources

Employee Protections     FMLA Eligibility     Qualifying Reasons


Social Security & Disability Resources

Cancer Legal Care

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

Angel Foundation™