At Summit Financial Wellness, our highly trained coaches will work with you in a group setting to help you define your financial goals. We can help you create a plan to build wealth for your future. We want you to achieve financial wellness!
Great classes to help you on your journey to financial wellness —
Credit Strategies Part I
Learn why having good credit is important, how to better understand your credit report, and how to dispute incorrect information. Additionally, you will learn about what makes up your credit score and strategies to build your credit.
Budgeting/
Borrowing Basics
Learn why budgeting is important and how to create a budget that works with your finances. You will also learn how to prevent common mistakes to maintain a budget. Learn how to budget with the current gas prices and how to “Borrow Smart” when making purchases such as a new car.
Credit Strategies Part II
Learn how to obtain your credit report, understand the negative and positive aspects of your credit report, and dispute inaccurate information. Learn the different ways to use your credit cards and strategies for maximizing your credit-building goals.
Creating Your Spending/Savings Plan
Learn the different types of spending plans for your financial journey. Learn the importance of having a spending plan, and how to create your spending plan based on your goals.