Catholic Financial Life Blog

FAQ: When should I contact my Catholic Financial Life Advisor?

Posted by catholicfinanciallife

Apr 14, 2011 9:25:24 AM

A: It is recommended that you meet with your advisor at least once per year, but there are also some critical times to talk to an advisor. Contact your advisor right away if you are:

  • buying a home

  • welcoming a new child

  • getting married

  • changing jobs

  • entering retirement

  • starting a business

We're here to help!  If you have questions about who your advisor is, please call our member care center at: (800) 927-2547 or visit Catholic Financial Life's  advisor link.

Topics: Catholic Financial Life, Financial Literacy, FAQ's