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Find a Location

Financial Planning Ministry has 1 locations, listed below.

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    Business ProfileforFinancial Planning Ministry

    Non-Profit Organization
    BBB accredited business

    Additional business information

    Additional Info:
    This review is provided for informational purposes only. BBB does not evaluate or comment on the worthiness of any charitable program or cause.
    See all additional business information

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 1 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 9/17/2019

    Years in Business: 42

    Customer Reviews are not used in the calculation of BBB Rating

    Overview of BBB Rating

    Related Categories

    Overview

    This business offers the Christian Churches, its Institutions, Agencies and Members with education and support by promoting stewardship through effective, Christ honoring estate planning.

    Business Details

    Location of This Business
    2010 Main St Ste 100, Irvine, CA 92614-7265
    BBB File Opened:
    7/25/2014
    Years in Business:
    42
    Business Started:
    1/1/1982
    Accredited Since:
    9/17/2019
    Type of Entity:
    Non-profit Organization
    Alternate Business Name
    • Financial Planning Ministries
    Business Management
    • Ms. Grace Grubert, CFO/COO
    • Mr. Michael Prior, President
    Contact Information

    Principal

    • Mr. Michael Prior, President

    Customer Contact

    • Ms. Grace Grubert, CFO/COO
    Additional Contact Information

    Fax Numbers

    • (949) 743-8343
      Primary Fax

    Email Addresses

    Website Addresses

    Customer Complaints

    0 Customer Complaints

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    Customer Reviews

    1 Customer Reviews

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    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    Marvin T

    1 star

    05/28/2024

    Very disheartened. Our Church was asked to get involved with Financial Planning Ministry. The Pastor asked if a group of us would Donate to raise the money we needed to get them here. So I was one of them and in the end I actually paid for a couple more spots to meet the quota. Sounded like a good thing to me. You get life time changes to your trust so I figured it would be a good investment. I could have done quite a few for what I donated. Last weekend I sent a message to get some updates done. I got a reply back that my church is no longer affiliated with them and now there would be a charge. I'm usually good at smelling a rat but didn't. Especially when in your packet of giving it also suggests you leave part of your estate to Financial Planning Ministry. I really feel let down, but will move on by myself at this point. The 2nd email I received said I need to read the fine print. WELL. never saw any fine print to read and don't care now. I just don't want anyone else to get shafted like this. I have changed churches during this time also so its just a big mess.. Anyway BEWARE!!

    Financial Planning Ministry Response

    08/09/2024

    Thank you for sharing your feedback. We are very sorry to hear of your dissatisfaction.Financial Planning Ministry's partnership model is designed for long-term relationships with the churches and non-profit organizations we serve. While our purpose and vision are to maintain these relationships, sometimes a partner may choose to end the partnership due to leadership or budget changes.We work hard to preserve these relationships and supports our partners as they make necessary budget allocations for long-term collaboration. Our partners are informed from the beginning that costs proportionately increase as the volume of work grows.We also value the financial support you and others provided to the church when launching this ministry. Had we been aware of your significant contribution as a funding source, we might have re-evaluated the churchs readiness for this long-term commitment.As a non-profit organization, FPM relies on funding from our ministry partners to provide estate planning services to their members. In return, we ask these members to include an estate gift to one or more FPM partners, supporting our mission to fund their kingdom work - a purpose we've upheld since our founding in 1982.If we receive a request for updates to an estate plan with a gift for a dropped partner, we offer two options: include a gift to an active ministry partner or help cover the document preparation cost with an up-front gift to FPM. The amount requested is very conservative compared to similar professional services.Thank you again. We truly value your feedback and remain committed to improving our ministry services.

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