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Financial Well-Being Program






 is committed to financial well-being and forming ministers who engage finances responsibly.  For that reason, the goal of our program is to create a culture that shapes the habits and skills of pastoral leaders, promoting financial well-being for themselves and the communities they serve.

This process begins as you consider theological education and continues with on-campus opportunities and online tools, financial peer mentoring, and career services and vocational discernment.  The program is centered around four core elements:

Enabling students to focus on building financial competency through annual assessment meetings with the Office of Financial Aid, workshops and seminars, peer mentors, and technological resources.

Enhancing our curriculum with new courses that will empower students with the knowledge and skills to promote congregational financial health and enable our students to engage the theological, ethical, and spiritual aspects of money.

Partnering with summer internship placements for paid ministerial employment for students, ministry internships provide students with vital opportunities to integrate what they are learning in courses with what they encounter in actual ministry settings.  Nearly all students need to work during the summer to finance living expenses.  This program element affords a paid work opportunity with valuable ministry experiences.

Addressing the most critical issues facing future ministers requires research on student debt.  We will explore several questions using a combination of research tools and strategies in order to sustain our efforts and effectiveness with financial well-being.  


Helpful Resources

Cash Course
Online budgeting tools, financial goal setting, and more


Loan Repayment Calculator
Repayment and loan consolidation tools 

Peer Mentors


 is a native of Cincinnati, Ohio and a 2009 graduate of Tennessee State University with a Bachelor of Business Administration. Prior to beginning her School of Divinity journey, she was in the banking industry as a branch manager of Key Bank. She is also the founder of HerSpace, Inc. – a non-profit organization designed to change the way that young girls see themselves and their future. Brittani is extremely passionate, committed and called to youth as well as helping others to become their very best selves.

 is a first year student originally from Seattle, Washington, but has lived under the beautiful Carolina skies for the last fifteen years. She completed her undergraduate work in 2014 with a degree in Religious Studies and Philosophy. Prior to re-entering the academic world, she worked in Accounting and Finance for 17 years, most recently with a regional real estate company. She hopes to help others understand and navigate their personal finances in a way that empowers them to create and sustain a balanced approach toward financial health.

 is from the beautiful mountains of North Carolina and calls Brevard,NC home. Larke is a second year MDiv student.  She is a 2013 graduate of Appalachian State University with a degree in Psychology and Religious Studies. Currently, Larke serves as the Youth and Children’s Minister at Pfafftown Baptist Church. She hopes to assist others with financial planning, focusing on reducing debt while still living a full life. 

 is from Seattle, Washington and is a 2001 graduate of the University of Washington. This is her third year at Wake Div. Before divinity school Lisa spent ten years working in the financial services industry as a financial planner and wealth manager. She was ordained last May and has served locally at both Wake Forest Baptist Church and Green Street United Methodist Church. This year Lisa will be a farming intern at Sungold Farm. She lives in West Salem with her partner, Kristin, where they can usually be found barefoot in the garden, tending the grill, or reading on the porch swing. Lisa is passionate about living well through simplicity, intentionality, and community.

Financial Planning Apps

Mint.com allows you to automatically track all your checking accounts, saving accounts, and credit cards in a central location, neatly categorizing and displaying the transactions along the way with informative graphs.  Free

An app that analyzes your income and expenses prior to providing a slew of financial advice and revealing infographics detailing your expenditures. You can also set frequent payments, enable intelligent notifications, snap photos of important bills and notes, and
                export your data and editable categories to Excel, CSV, and Google Drive. $1.99 

Automatic reminders and robust calendar options ensure you stay on top of your latest utility bills, while digital filing cabinets house your bank statements, notices, offers, and other desirable records. Free 

Level Money
Instead of breaking down your budget and spending habits into a million micro-categories, like entertainment and food, Level takes your banking and credit card info, analyzes it, and establishes three simple budgets for the current day, week, and month with a design that’s
                easy to digest. Free

Saved Plus
With SavedPlus, you can automatically siphon a percentage of every purchase you make into your savings account, IRA, investment account or a prepaid card. Free 

A calendar-like app, Dollarbird makes sense for anyone who wants to keep a closer eye on their cash flow for better financial planning purposes. Free

Success Stories from the News
  • Tracy Bindel paid off her loans just over three years after her college graduation. Read more from CNN Money (December 3, 2014).