summit-bracket2 bracket2 atm-outline location-pin-outline location-pin-filled atm-filled calendar2 bracket google-play[2] app-store summit-location-pin-lg code lock user worksheets phone print programs open pdf checkmark-form close-x close download checkmark-chart checklists blog-tools social-facebook social-google-plus social-pinterest LInkedIn-2C-128px-R instagram-rainbow social-twitter social-youtube ehl calendar calculators bracket22 checkmark email text-area-corner external-link success error information warning calendar-add-event auto-rates mortgage-rates home-equity new-certificates ncua summit-logo-itmoi arrow-left arrow-right checkmark2 summit-logo-white summit-bracket silhouette arrow-down arrow-up auto-rates2 blog calculators2 call ehl2 home-equity2 itmoi locate mortgage-rates2 new-certificates2 programs2 search summit-location-pin-sm tools clock

Project Money: Small Changes, Big Impact

Project Money Update

Celebrating its 10th season, Project Money is a chance for four teams to take control of their finances and improve their daily lives. Throughout the program, the teams work directly with a Summit financial coach, who provides personalized strategies to help change their habits.

This month, our Project Money teams discovered one of the recurring themes of this program: Small, savvy changes can have a big impact on your financial life. All it takes is some smart money management. Read on to see how our teams are making it happen!

Jaclyn and Kiara | Project MoneyJaclyn & Kiara
By sticking to their budget and making some smart money moves like transferring the balance on a vacation package they purchased to a Summit account, Jaclyn and Kiara have been able to accomplish a lot! Because of their diligence over the last three months, they were even able to splurge on some new school clothes for their niece without feeling guilty. THAT is what financial freedom is all about! 

Megan and Scott | Project MoneyMegan & Scott
As Megan and Scott get closer to their big “I do,” they are making every dollar count. With the help of their financial coach, they set up automatic savings transfers to their wedding fund. They’ve also worked with their wedding vendors to divide their big expenses into several smaller payments along the way to help reduce the financial burden. These small steps have allowed them to actually enjoy planning their wedding instead of stressing about money. Love it!

Angie and Cris | Project MoneyAngie & Cris
This month, Angie & Cris shared some of their tips for being frugal as they make moves toward their big financial goals, like building their new house! To help make it happen, they have been working with their financial coach and the Summit team to learn more about construction loans. Meanwhile, they have become pros at managing their day-to-day finances. These little changes will all be worth it when they can break ground on their dream home. 

Sara | Project MoneySara
With two teenagers and a middle schooler all heading back to school, Sara is learning to embrace the inevitable ups and downs by building healthy habits. Meanwhile, she’s adjusting to life with a single income after her divorce. She has found some creative ways to reduce her spending, like “shopping” her closet for clothes she already had. With her positive attitude of slow and steady change, we have no doubt that Sara will continue to thrive in this new chapter.

Check out the Project Money blog for more money management tips from our four teams, and stay tuned for updates on their progress.