Pastor Retirement Checkup
A focused, one-time review of where you stand before retirement. Income, housing allowance, Social Security timing, and the next decisions in front of you. A low-pressure way to get clarity and test the relationship before committing to ongoing planning.
A clear, focused look before the next season.
The Checkup is for pastors and ministry leaders who want a clearer picture of where they stand before retirement, without committing to an ongoing relationship first. It’s a focused second opinion from someone who speaks both ministry and money.
You don’t need everything figured out to start. That’s the point.
What we’ll look at together
Retirement readiness
An honest read on whether your current path is on track.
Income sources
How savings, Social Security, and church plans fit together.
Housing allowance
Considerations during ministry and into retirement.
Social Security timing
When to claim, and how an earlier opt-out affects what’s available.
Tax-aware withdrawals
A look at withdrawal sequencing, coordinated with your CPA.
Next decisions
The few things that may deserve attention before the next season.
A simple, four-step process
Request the Checkup
Reach out and let us know you’d like the Pastor Retirement Checkup. We’ll confirm fit and get you scheduled.
Share your picture
You’ll gather a simple set of details about income, savings, housing, and benefits ahead of our time together.
Review it together
We walk through where you stand, the clergy-specific pieces, and the decisions in front of you, in plain language.
Leave with next steps
You finish with clear, prioritized next steps, whether or not you ever move into ongoing planning.
Get clarity before retirement, on your terms.
A focused, one-time engagement designed to give you a clear read and prioritized next steps.
$900, one time, paid in advance.
Legacy Path Advisors does not provide legal or tax advice. The information on this page is general education, not personalized advice. Every minister’s situation is different. We coordinate with your qualified tax and legal professionals when appropriate.