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SUMMIT FINANCIAL WELLNESS

SUMMIT FINANCIAL WELLNESS

FINANCIAL WELLNESS

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Classes & Workshops

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.

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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.

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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.

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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.

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Are you are interested in taking a class, workshop, or setting up One-to-One Coaching? Would you like to get notified of upcoming events? Do you want to learn more about financial freedom? If YES, register today!

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SUMMIT FINANCIAL WELLNESS

OFFICE

175 W. Main Street
Benton Harbor, Michigan 49022
269-982-2716
info@summitfw.org

MAILING ADDRESS

PO BOX 9056
Benton Harbor, Michigan
49023-9056

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Summit Financial Wellness is excited to provide financial literacy education to individuals to improve their financial health. Our goal is to help build financial knowledge, confidence, and awareness of access to both individuals and families. 


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