Financial Cancer Care Toolkit


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

Angel Foundation