For November’s Females and Finances, we’re proud to introduce Sarah Campagna, branch manager at Summit Credit Union. Sarah uses her experience in the financial industry to help others adopt healthy money habits and stay on the road to financial empowerment. She’s also been a coach for Summit’s Project Money! Keep reading for her valuable insights and some tips on how to Own It!
What does “Owning It” mean to you?
Owning it means that you have a plan and know what you are trying to accomplish. It takes constant reprioritization, reflection and action to move your plan forward. It also means knowing where you are currently and being able to ask for help as needed.
Tell us how you got to where you are today.
I have been working in the financial industry for over 16 years. I started as a part-time teller in college and have worked my way up over the years. Summit has given me the tools to show members how to get back on track. I love being in a position to help people learn how to feel empowered to turn things around and become financially successful. A key part of my role now is helping high school students learn healthy money habits before they can make mistakes that will impact them for a lifetime.
What would you say are your most important lessons learned about finances?
- If it seems like it’s too good to be true, it most likely is.
- Having an accountability buddy is very helpful.
- Your financial situation wasn’t created overnight so you shouldn’t expect to fix it overnight.
- Proactive planning for future wants is key to a successful financial plan.
- Have a budget and reprioritize it every now and then. After all, “a goal without a plan is just a wish.”
What’s your favorite current financial education resource?
I really enjoy reading Kim’s Money Smarts section in Brava Magazine and I have also been able to utilize a lot of the ideas from Summit’s Red SHOES program.