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Between you and your money, you can make it happen. We can help.
Financial Freedom
Angela Fitzgerald
Females & Finances: Angela Fitzgerald
Financial Freedom, Females and Finances
Say hello to October’s Females and Finances feature: Angela Fitzgerald! Angela is Summit’s Financial Education Coordinator, so she may have a trick or two up her sleeve that we can all use. Find out how Angela got to where she is today and what resources she still uses to keep owning it!

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red shoes
What wealth management really means (and why you need it!)
Red Shoes, Financial Freedom
What wealth management really means (and why you need it!)

You’ve probably seen ads and websites that talk about wealth management. Did you have a hard time getting past the word “wealth”? After all, when we’re digging in the bottom of our purses to pull together lunch money, most of us aren’t feeling very wealthy.
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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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