Project Money: Small Changes, Big Impact
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By sticking to their budget and making some smart money moves like transferring the balance on a vacation package they purchased to a Summit account, Jaclyn and Kiara have been able to accomplish a lot! Because of their diligence over the last three months, they were even able to splurge on some new school clothes for their niece without feeling guilty. THAT is what financial freedom is all about!
As Megan and Scott get closer to their big “I do,” they are making every dollar count. With the help of their financial coach, they set up automatic savings transfers to their wedding fund. They’ve also worked with their wedding vendors to divide their big expenses into several smaller payments along the way to help reduce the financial burden. These small steps have allowed them to actually enjoy planning their wedding instead of stressing about money. Love it!
This month, Angie & Cris shared some of their tips for being frugal as they make moves toward their big financial goals, like building their new house! To help make it happen, they have been working with their financial coach and the Summit team to learn more about construction loans. Meanwhile, they have become pros at managing their day-to-day finances. These little changes will all be worth it when they can break ground on their dream home.
With two teenagers and a middle schooler all heading back to school, Sara is learning to embrace the inevitable ups and downs by building healthy habits. Meanwhile, she’s adjusting to life with a single income after her divorce. She has found some creative ways to reduce her spending, like “shopping” her closet for clothes she already had. With her positive attitude of slow and steady change, we have no doubt that Sara will continue to thrive in this new chapter.
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