Blog & Tools
Between you and your money, you can make it happen. We can help.
Between you and your money, you can make it happen. We can help.
Budget
What if you know how much money you were spending and saving—not just once in a while, but every day? Lucky for you, Summit's Climbr® is an online tool to help you do all that and more. In this session, learn how to utilize Climbr to keep track of finances, create budgets, monitor expenses, set goals and get transaction alerts to remind you of upcoming bills. You’ll leave with the confidence to own your money management with this online tool that puts you in control.
Create a financial plan by following these easy money saving tips. Start saving in a way that fits your lifestyle and will set you up for financial success.
Learn practical steps to address financial anxiety, like how to develop a savings and spending plan that includes debt reduction, ways to improve communication with your family about common goals and tips on how to increase your cash flow to reduce stress.
Learn money management tips and tools to better understand your personal finances. Topics including knowing where you stand, using what you have, saving, budgeting and changing your financial habits to get you through uncertain times.
From home improvements to paying off higher interest debt, there are many ways to use your home's equity. Learn about the difference between a Home Equity Loan and Home Equity Line of Credit - and how you can use one to make things happen.
Want to get your family on the same page with holiday spending? Set expectations now!
Have your loved ones been dropping gift ideas into their Amazon wishlist since August? Or helpfully leaving earmarked copies of catalogs and store flyers where you’ll be sure to see them? If you’re beginning to feel your family’s idea of a perfect holiday might not match up with your determination to keep your budget in check, it’s time to sit down and have “The Talk.”
Have your loved ones been dropping gift ideas into their Amazon wishlist since August? Or helpfully leaving earmarked copies of catalogs and store flyers where you’ll be sure to see them? If you’re beginning to feel your family’s idea of a perfect holiday might not match up with your determination to keep your budget in check, it’s time to sit down and have “The Talk.”