How Healthy Is The Financial Path You Are On…

More than anything I wanted to leave my safe and steady full time job for the glamour of owning, my own business and writing full time. When I did just that last April I quickly realized it would be awhile before I would once again have a safe and secure feeling regarding my finances and the glamour moments are few and far between.

Writing is hard

I thought it would be a good idea to make an appointment with a financial planner. Being a midlife woman I knew I needed to up my retirement savings and at the same time I needed to know what debt I needed to pay down.

The appointment with the planner lasted about 30 minutes and he talked down to me the entire 30-minutes. He asked for a hefty retainer. I told him I needed to discuss it with my husband and he shooed me out the door.

A few days later I was introduced to a website, SUM180. I was honestly hesitant. Once on the site I felt comfortable. These are certified financial planners and they specialize in assisting women. They know what women think, need and buy.

SUM180 is a radically different kind of service with one goal: to make financial planning simple, affordable, and even fun – for every woman, wherever she is on her financial journey.

I was relieved when I realized how affordable the service is.

Free Membership

  • Spending tracker
  • Community access: Answers and support from members and experts
  • Money tips via our newsletter
  • Learn how SUM180 works for others before you subscribe

Subscription

  • All membership benefits Plus: Your plan (details)
  • unlimited plan updates throughout your subscription year
  • additional advice services at $99/half hour

It took me approximately a half hour to subscribe. I loved the feeling of being able to submit personal information about my income and spending without embarrassment or feeling like I was being judged.

It’s accessible. You enter your information and receive your SUM180 Plan entirely online. Go at your own pace and at your convenience.

A few days later my financial plan was in my inbox. It was easy to understand and had specific action items that I was able to implement immediately.

It’s personalized. Your SUM180 Plan is uniquely tailored to your situation. You’ll receive recommendations for improving your financial picture and clear explanations for why these next steps are right, based on your data.

 

The path to a healthy financial future for me, started to look more inviting.

Walkway beautiful art

I am enjoying the online community and love the security of knowing if I have a question or something changes and I need to redo my plan I have the ability to do so and I know a planner is available to me and she will listen.

Take a look for yourself and take advantage of 50% off your subscription

Use code SPRING50 at checkout

Take a look for yourself :

SUM180 Logo

*This post has been sponsored by SUM180. I was provided with product at no charge to sample in exchange for my review. The options expressed in this post are my own. I am in no way affiliated with SUM180 and do not earn a commission or percent of sales.

*Comments submitted may be displayed on other websites owned by the sponsoring brand.

 

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