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Je’Lisa, an Insurance Claims Manager, and Cory, a Fabrication Worker, who are parents to a 9-year-old daughter and 3-year-old son, have helped their family get on their way to overcoming financial stress and living the life they want, more freely.
Mee is a Summit Lending Advisor who learned from an early age how to handle money and how a small business works, as a cashier and stocker at her uncle’s grocery store. She’s excited to support Je’Lisa and Cory in creating healthy financial habits that last a lifetime.Q: What’s the biggest thing that Project Money does for people? A: It gives them financial tools that empower them to get into a better financial position, which also means less stress, better sleep at night and improved mental and overall health.Q: Any overall tips for Je’Lisa’s and Cory’s journey? A: Lean on the tools we offer at Summit to help make great money habits easier, including financial calculators, budget worksheets and Climbr, our all-in-one personal financial management tool. Q: To you, what’s the one financial “must?” A: Learning the difference between needs and wants, and then saving for the wants.Q: Have you had any “Aha” moments in your own financial journey? A: Yes, I’ve seen first-hand the huge, positive difference that budgeting can make, and it’s helped me with my own financial discipline and focusing on my needs vs. my wants. Q: What's something you wish you could tell everyone about finances? A: It’s a lifestyle that takes work, discipline and the understanding that it’s an ongoing process. Q: What do you love most about what you do at Summit? A: I love being able to provide financial education and help members save money, make money and build financial stability.Q: Fun fact about you? A: I’m the oldest of 11 kids.
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