Project Money Team Diana and Greg

Diana, a marketing business owner active in local tourism and property management, and Greg, a newly retired master carpenter, are looking to Project Money to shift their mindset from “wants” to “needs” to make sustainable financial decisions.

With dreams of having more money for what truly matters, like days on the lake and spending more time with family, Diana and Greg entered Project Money ready to cut down debt and get unnecessary spending in check. After developing a strong, trusting relationship with their Summit Financial Coach, Diana and Greg were able to develop habits that helped them budget better and spend smarter. The future looks bright, you two!

Their top insights:

Trust the process and the tools you have – like Summit’s Climbr^®.
Keep track of your progress.
Talk regularly about your spending and needs vs. wants – we actually made a game out of how much we can put in our savings!

Their “aha” moment:

“The Summit team did a deep dive into the mortgage company we were using and discovered how much we were spending on interest and NOT on principal. Even though our interest rate was fairly low, we were gaining NOTHING! After looking at some options, our coach, James, and his team helped us eliminate a TON of debt and made our monthly payments really low!”