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Blog & Tools
Between you and your money, you can make it happen. We can help.
Financial Freedom
summit financial advisors blog
An Estate Planning Checklist
SFA, Financial Freedom
What to check (and double-check).

Provided by Summit Financial Advisors
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Project Money Season 9 October Update
Project Money 2017 October Update
Financial Freedom, Money Tips
Believe it or not, it’s already October, which means it’s officially fall! That also means we’ve entered month four of Project Money season nine. Our teams are in the midst of their impactful journey, so sit back, relax and learn how to own your financial life.  

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money smarts with kim
Kim’s Tips for Building Your Savings
Financial Freedom, Money Tips
Ever feel like your savings are stuck in the same spot? It has happened to all of us, even our CEO and president, Kim Sponem. Luckily, she has some advice to help get out of the pit and moving forward. Keep reading to learn how to take your savings to the next level. 
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Buying a Home: When to Make Your Move
Financial Freedom, Mortgages
Some say avocado toast is holding young people back from becoming homeowners, but, of course, it’s not that simple. There are many factors that go into the decision to buy a home. Finances, timing, the real estate market and the economy, to name a few. 
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red shoes
Want to achieve your financial goals? We’ve got 5 tips to make it happen!
Red Shoes, Financial Freedom
You set a financial goal. We’re so proud of you—and you should be too. But are you struggling to make it happen? 

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money smarts with kim
Kim’s Business Start-Up Tips
Financial Freedom, Investment
Taking that first step and starting your business is intimidating, but it doesn’t have to be. Check out advice from our President and CEO Kim Sponem to get you ready for that leap. 
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