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Why Having a Financial Coach Helps at Any Stage

Financial Advisor at Any Stage of Life

No matter your age, finances can be an intimidating topic. Thankfully, you don’t have to decipher the financial world alone. Summit financial experts are an excellent resource available to anyone – of any age – to help you determine your goals and how to achieve them.

Here are just a few ways that financial coaching could help you throughout your life.

1. Planning for Life in College & Beyond

Whether you’re just starting out in college or looking ahead to life after graduation, you’re bound to have money questions. Just like studying for an exam, it’s better if you can start thinking about finances early. Stop in and chat with a Summit financial expert, and they can help you figure out an action plan for the next few years. They can discuss everything from budgeting for college life to repaying your student loans. And the best part? It’s free.

2. Owning Your Financial Independence

Once you graduate and start earning your own income, the freedom can be exhilarating … but also overwhelming. You’re probably tackling some of life’s biggest financial challenges (like, ahem, student loans) for the first time while also trying to balance your day-to-day spending. It’s a lot to manage, which is why reaching out to a financial expert is a great option. They can help you make sense of your many competing priorities and create a that works for your new lifestyle. Yas!

3. Making Your Money Work for You & Your Family

Ready to start (or grow) your family? A Summit financial expert can help with that. They’ll work with you to figure out how much room you need to make in your budget to accommodate a new family member, and they can provide tips and tricks to help you save. They’ll also be there when it comes time to think about long-term expenses, such as paying for college.

Or maybe you’re just looking for some advice on the day-to-day stuff, like or ? They can help with that too.

4. Nurturing Your Net Worth Into Retirement

Don’t wait until you’re approaching retirement to start planning! The earlier you get started, the better off you’ll be when you get there. And guess what? Summit financial experts can help you there, too.

If you ARE getting closer to retirement, you can work with a Summit financial expert to prepare. Maybe you haven’t been saving as much as you would have liked? That happens. Maybe you are wondering how to adjust to yet another new lifestyle? A lot of people go through that. Some financial coaching can help you find room in your monthly budget, so you can boost your retirement contributions, or lay out a plan for when you’re not in the office every day anymore. They can also connect you to one of our Summit Financial Advisors to discuss retirement and investment options as well as long-term planning.

No matter where you are in life, there are bound to be money questions. And that’s what our financial experts are here for. Let’s talk!

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2196312.1-0718-0820