Lifestyle Coaching

Each one of us has a certain understanding of our finances. Sometimes this relationship to our money needs to be given more attention to advance our overall financial outcome. By working together with you to improve this understanding, you can expect to find more balance, make smarter decisions and stay accountable to your plan. A strong focus on the behavioral-side of your financial plan is unique to Summit and designed to support you in your journey to a better, more secure future.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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Next: Estate Planning

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