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.
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.
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 :
*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.
21 thoughts on “How Healthy Is The Financial Path You Are On…”
It sounds good, Doreen, as I am always skeptical about any financial planner. WE just went to one who helps my entire family; we had never been to one. Right now? Tough time. But perhaps I’ll try this out instead. Thanks for introducing it.
My plan was simple, easy to understand and had an immediate action item I had been procrastinating about because I didn’t understand which way to go. Just that was worth it…
We’ll have to talk about this. I need to get it together financially!
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You and me both. The plan they did for me made perfect sense.
That sounds like a very wise set of steps you’ve taken. Good luck with your business and writing full time.
It is such an accessible sight. They answer so quickly!
Sounds like a great service. I think de-personalizing it would almost make me be more honest than I would to someone looking at me from across the desk.
Best of luck on your new endeavor.
I felt the same way. It was painless.
It’s important to get help. I have had a planner for many years and so has my husband. Now we have two-his and mine. It’s always a good thing to see how they compare.
That is a good idea!
Planning is so important. Sometimes we are so busy with our biz and life, we forget to do this. We always stop and re-look at our financial planning periodically as your priorities and needs change as you age. This site sounds wonderful as it seems to focus on making financial planning easy and not something to be afraid of.
It was so easy and painless except for my disorganization. I had to look for a few things. I feel more organized now:)
I have never heard of anything like this. I just received a small inheritance from my parent’s estate that I want to protect and invest wisely. I will check them out. Thanks for the information.
It’s a comfortable way to get information!
Hi Doreen, thanks for some good information and tips. My financial planner’s tag is #everyoneneedsaplan and it is so true. Our future depends on our financial situation to have a comfortable lifestyle. Thank you for writing about your experience.
If only I knew back then what I know now:)
I will definitely have to check that out. My son-in-law is a financial planner, but I certainly couldn’t (wouldn’t?) share my financial info with him… though I’m sure he’s fabulous. I like the idea of this being pretty much anonymous. Thank you!
I have to check this out. Our investments guy is not someone I like or trust. Hubby says, “Find someone else and tell me why you like them.” This may just be the thing to help me see if our advise is sound. Thanks.
We just changed financial advisors after 15 years so we are in a big transition period. I’m going to check this out. It sounds like a great resource.
this sounds really interesting – we haven’t used a financial planner yet and this looks like a good place to start – I’m bookmarking it!
I think I’m doomed! I may have to come live with my midlife blogging friends.