Q: Why did you apply for Project Money?A: I want to learn more about being financially well! I’m looking for the best ways to save for the future – from helping my kids finance college to preparing for retirement. It’s time to finally stop stressing about money!Q: What’s the value of getting to work with a Summit Financial Coach?A: I know that reading, listening to podcasts and doing other research has been helpful. However, working one-on-one with a coach will be the most powerful learning experience. I am looking forward to generating ideas, trying them out and then reflecting with someone who has knowledge in this area.Q: What does financial confidence and financial security look and feel like to you? A: Having a clear, specific and doable budget. I’ll be in control of the bills – the bills won’t be in control of me. Q: How would having that financial confidence and security impact your life overall, not just financially? A: I’d be more free to focus on health, family and fun. After I develop healthy financial habits, I will have even more confidence to work on other goals. Q: What impact do you think this experience will have on your kids?A: I really want to teach my kids good financial habits now so they are more prepared than I was entering adulthood. They know how competitive I am (and they are, too) so I’m hopeful this will help all of us stay on track!Q: Fun fact about you?A: I love to travel. I have a goal to visit all 50 states with my children, and this summer we are going to Alaska.
We’re excited about where this life-changing journey will take you, Kelli!
