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Financial Planning

PlanningWise Program for Financial, Career, and Life Planning

The PlanningWise program is a dynamic career, financial and life planning program from the National Multiple Sclerosis Society that will help people living with MS evaluate and plan their career path and financial future.

The PlanningWise program provides one-to-one consultation for people with MS that offers career coaching, financial planning and insurance benefit counseling, and direct financial assistance with COBRA health insurance payments, if appropriate.

Work one-on-one with a professional career coach to achieve employment, career and personal goals. The coach is well educated about the physical and cognitive, and career challenges faced by persons with MS. Work with a financial planner to identify ways to take control of your finances.

The program is open to persons living with MS who:

  • Have recently lost employment
  • Are at risk for losing employment
  • Are considering a career change because of MS

A professional career coach and financial counselors provide assistance via phone to help people living with MS plan productively for the future.

For information and enrollment, contact Susan La Combe at susan.lacombe@nmss.org or 1-800-344-4867, select Option 2.


GreenPath University LogoGreenPath University and Debt Solutions

GreenPath's educational courses have been developed by GreenPath financial counselors to provide you with unique, easy to use money management tools. GreenPath University is free. If you wish to speak to someone from GreenPath, the first counseling session is free. However, if you need more detailed help with your finances, there is a cost for the counseling sessions.


Financial Planning

The National MS Society has partnered with Financial Education Partners (FEP) to provide financial planning to those living with MS. Financial Education Partners will assist you in finding a credentialed financial professional near you.

Audio Series:

"Stages of Saving & Investing - Where Should You Be Now and How to Measure Your Progress - mp3

"Setting Goals" - First Rule of Successful Investing - mp3 / pdf

Webinar:

The Foundation for Financial Service Professionals and the FEP program is pleased to announce the availability of a new 30-minute webinar titled Navigating the Financial Pressures of Having Multiple Sclerosis.

This program is presented by Anthony J. Domino Jr., MSFS, CLU, ChFC, past president of both the Society of Financial Service Professionals and the Foundation for Financial Service Professionals and an active FEP volunteer. This and other educational webinars and resources are available on the Foundation Web site.