Need a personalized plan for your journey to the top?
Summit Financial Wellness offers personal finance coaching to help you reach your financial goals. Our coaches provide tools to help you build a strong financial base, build wealth, and achieve financial wellness.
One-on-One Financial Coaching
One-on-One Financial Coaching focuses on improving the financial status of the client.
The objective is to address not only the numbers but the emotional relationship with money. During coaching, a step-by-step action plan is developed to help each client reach specific financial goals and to have the mindset and habits to support long-term financial success. The benefits of coaching include getting clarity around where money is going, overcoming the fear of handling finances, understanding the factors that impact credit scores, understanding the numbers around debt, and building confidence, awareness, and responsibility with money management which will result in learning how to plan for your financial future.