Financial Planning

If you are a full-time benefit eligible employee, Willamette will pay up to two hours of financial planning consultation with a Certified Financial Planner (CFP) of your choice, every 12 months. Find a CFP Professional.

However, under IRS rules, the two-hour consultation fee is considered taxable income to the employee. Additional services beyond the two-hour financial planning session are not paid for by the University, so please plan accordingly.

Please have your CFP prepare an invoice for your consultation and submit to the Office of Human Resource for payment.