Access Your Financial Tools

A map to start your journey

We are all stewards of the gifts that God has entrusted to us. But while we are on our financial journeys, there are obstacles and temptations at every turn. Managing your money isn’t always easy, but you have financial benefits and planning tools that are here to help!

The first steps on the journey begin with understanding your current financial situation. Your day to day finances play a big part in determining where you are now and how to start down the path to where you want to go.

Once you know where you are, now you’re ready to start thinking about where you're going:

  • Explore the Financial Planning Tools available to you.
  • Not sure where to start? Use our Financial Navigator tool to determine what resources are right for you.
  • Vision is a planning tool that helps you take a look at your projected savings and retirement income including your Concordia Retirement Savings 403(b) and pension benefits.
  • Take the time to designate your beneficiaries. This will help protect the future of your loved ones. Review the Beneficiary Checklist to help you determine who you want your beneficiaries to be, then visit the member portal to designate or update your beneficiaries.

A big part of your financial future is planning for your retirement. Saving is an important part of planning, but it is SO much more. It’s also thinking about where you will live, how you will spend your time and what you will do to continue His service. Our Retirement Planning Guide will help walk you through those questions and start planning.

As you approach retirement, we'll be there to help you through the process. When you get close - five or fewer years away, Ready to Retire will help explain the process and timelines to you.

You don't have to do it alone. No matter where you are in your financial planning process, our Financial Wellness Educators are here to help.

Contact an Educator


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Need Guidance?

Use our Financial Tool Finder to determine what resources are right for you.

Use the Tool
Check out your financial benefits tools.

Log into your portal to access all of your financial benefits and tools today, including Vision, Retirement Connection, and the Benefits Management system where you can designate your beneficiaries.

Extra help with medical expenses.

Personal spending accounts (PSAs) can help you manage and budget for medical expenses. Health Savings Accounts (HSAs) can also help you save for medical expenses in retirement, as the money you save in your HSA account continues to accumulate each year.

Learn about PSAs