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Why Having a Financial Coach Helps at Any Stage

No matter your age, finances can be an intimidating topic. Thankfully, you don’t have to decipher the financial world alone. Summit financial experts are an excellent resource available to anyone – of any age – to help you determine your goals and how to achieve them.Here are just a few ways that financial coaching could help you throughout your life.

1. PLANNING FOR LIFE IN COLLEGE & BEYOND

Whether you’re just starting out in college or looking ahead to life after graduation, you’re bound to have money questions. Just like studying for an exam, it’s better if you can start thinking about finances early. Stop in and chat with a Summit financial expert, and they can help you figure out an action plan for the next few years. They can discuss everything from budgeting for college life to repaying your student loans . And the best part? It’s free.

2. OWNING YOUR FINANCIAL INDEPENDENCE

Once you graduate and start earning your own income, the freedom can be exhilarating … but also overwhelming. You’re probably tackling some of life’s biggest financial challenges (like, ahem, student loans) for the first time while also trying to balance your day-to-day spending. It’s a lot to manage, which is why reaching out to a financial expert is a great option. They can help you make sense of your many competing priorities and create a that works for your new lifestyle. Yas!

3. MAKING YOUR MONEY WORK FOR YOU & YOUR FAMILY

Ready to start (or grow) your family? A Summit financial expert can help with that. They’ll work with you to figure out how much room you need to make in your budget to accommodate a new family member, and they can provide tips and tricks to help you save. They’ll also be there when it comes time to think about long-term expenses, such as paying for college.Or maybe you’re just looking for some advice on the day-to-day stuff, like or ? They can help with that too.

4. NURTURING YOUR NET WORTH INTO RETIREMENT

Don’t wait until you’re approaching retirement to start planning! The earlier you get started, the better off you’ll be when you get there. And guess what? Summit financial experts can help you there, too.If you ARE getting closer to retirement, you can work with a Summit financial expert to prepare. Maybe you haven’t been saving as much as you would have liked? That happens. Maybe you are wondering how to adjust to yet another new lifestyle? A lot of people go through that. Some financial coaching can help you find room in your monthly budget, so you can boost your retirement contributions, or lay out a plan for when you’re not in the office every day anymore. They can also connect you to one of our Summit Financial Advisors to discuss retirement and investment options as well as long-term planning.No matter where you are in life, there are bound to be money questions. And that’s what our financial experts are here for. Let’s talk! The financial professionals at Summit Financial Advisors are financial advisors with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member / ). Insurance products are offered through LPL or its licensed affiliates. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. Securities and insurance offered through LPL, or its affiliates are: Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a
conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit for more detailed information. You might also be interested in Have you considered investing? If you're already really good at saving, the next smart step is to put your money somewhere it can really grow. Yep, that... Provided by What is a rollover and why should I consider it? A rollover is a transfer of your money from one retirement account to another, preserving... Provided by Summit Financial Advisors Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy... Whether you’re looking to save, spend or invest, Summit financial coaches are here to help. See what you could accomplish with a little extra support from... There’s no time like the present to start financial planning for your future. Give yourself peace of mind with these financing tips for saving and investing... September is National Life Insurance Awareness Month – a good time to think about the value and importance of insuring yourself...
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