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SUMMIT FINANCIAL WELLNESS

SUMMIT FINANCIAL WELLNESS

FINANCIAL WELLNESS

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One-on-One Financial Coaching

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.

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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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