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Achieving goals doesn't happen overnight - or without challenges. But these members put principles into practice and worked diligently to reach the financial security they deserve - Because They Summit! We're endlessly inspired by these members and proud to support them as they build their wealth and financial confidence. Raising her three godchildren, Hannah knew she wanted to be a good financial role model. While she never struggled to make ends meet, Hannah recognized there were areas where she could improve her financial knowledge and confidence.

Her grandpa opened a Summit account for her as a baby and taught her about saving, so she naturally turned to Summit when it was time to learn more about smart money habits. She now feels more confident about her financial choices and recognizes there’s room for fun and future goals.

“I paid down my debt and built a savings plan, and now we’re taking a family cruise and steps toward a bigger home. Because I Summit!"

 - Hannah, lifelong member Daily money management used to cause Steph stress, but not anymore! With Summit’s Free Checking, she can breathe easy knowing she’ll never have overdraft or surprise fees. And having access to convenient tools, like Climbr®, has helped Steph keep her spending in check and her goals on track.

Now, she has enough money to pay her bills and some left over!

“Because I Summit, I can let go of the breath I’ve been holding and know I’m on the right path.”

 - Steph, member since 2019 At first, Jaclyn and her wife weren’t sure if homeownership was even a possibility. Despite the nerves and uncertainty, they started working with Summit. Their financial coach helped them determine meaningful actions, like smart budgeting and a loan refinance, to help them save for a down payment. The result? A home faster than they could have ever expected. Plus, Jaclyn was even able to go from working two jobs to one.Jaclyn has since divorced, but she was able to keep the house, and her financial confidence has skyrocketed thanks to the lessons she’s learned throughout her journey.

"I knew my homebuying goals were possible with the right team in my corner. Because I Summit!"

 - Jaclyn, member since 2022 Sue and Jeff have always been great savers, but a flexible Home Equity Line of Credit (HELOC) gives them a safety net for added security. From unexpected fridge leaks to home improvements, Summit helped Jeff and Sue understand all the ways they can put their HELOC to use. And they love the simplicity of transferring their funds directly into their checking account.

“Because We Summit, we don’t have to worry about the big or small things thanks to our emergency savings and our Home Equity Line of Credit. Plus – our Home Equity Line of Credit can help cover upgrades that add value to our home, too.”

 - Jeff and Sue, members since 2016 With a new baby on the way, Samantha and Will needed a dependable car that would fit their growing family – and budget! As long-time members, they turned to Summit first and discovered great rates and an easy preapproval process. Getting preapproved helped them determine a set monthly payment that fit into their budget comfortably.They applied for their loan while cooking dinner and heard back from Summit in no time! Knowing they could pick up the phone, stop by a branch or go online whenever a question came up, Sam and Will felt confident choosing Summit and knew they had a financial partner in their corner.

“We’re confident we can handle anything related to our finances thanks to Summit’s guidance. We’re so relieved and excited that this giant to-do is crossed off our list now that the baby is here! Because We Summit!”

 - Samantha and Will, members since 2022 Scott and Dustin always had enough funds coming in to make ends meet, but two very different money mindsets kept them from talking about their long-term goals and what was important to them. That all changed when they started working with Summit. Scott and Dustin started having intentional conversations about their financial situation, developing a savings plan that speaks to both “what if” needs and other “why not” goals. They’re putting money aside for everything from emergency car maintenance to a big trip – and automatic transfers directly to their savings makes it all simple.

“Now, when we check our accounts, we’re so impressed with how well our plan is working and how quickly our goals are becoming possible. Because We Summit!”

 - Scott and Dustin, members since 2010 Summit’s here to help you pave the way to your own financial success. If you’re looking for expert guidance, tools and programs to begin writing your own story, join Summit today! Our members inspire us. From everyday wins to achieving a life-long goal, we want to hear how Summit has played a part in your financial life. Share your story! *required field
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