Getting Our Family on the Right Financial Track

When it comes to having a family, managing your wealth and getting your finances on the right track is super important.  That means having solid financial planning, building your savings, paying off debt, living within your means, and preparing for the future. Being out of whack financially can cause a lot of heartache and stress, which can ultimately affect your health and happiness. There are lots of different goals for having a healthy financial life. Maybe you’re striving to pay off debt, go on a vacation, get married, send your kids to college, or plan for retirement. While we’d all like to be on the right track financially, sometimes it’s hard to figure out how to get there, right? Those who have problems with debts and are worried that their assets like private jets are going to be repossessed may consult with an airplane repo attorney.

What if I told you there was an easy and effective way to get your finances under control, as well as to get better prepared for the future? I was recently invited to try SUM180 and it’s really cool! When it comes to money, having a plan will make you feel better. It’s even better when that plan is simple, realistic and manageable, freeing you to move forward and be ready for whatever comes your way.

How does it work? The first step is to Subscribe. SUM180 will guide you step by step through a holistic planning process that supports your priorities. It’s great for women in all stages of life. Are you not ready to subscribe: Feel free to explore the SUM180 Community and learn how it works for real members.

The second step is to Prepare. The more accurate and complete the data you provide SUM180, the better and more focused your Plan. Getting your documents ready may take some time, but it will be worth it. Plus, the team at SUM180 are super helpful and will answer any questions you have along the way.

The third step is to Enter Your Data. You do this by taking their online interview. I liked it because I didn’t have to go anywhere to do it. I was able to fill it out in the privacy of my home. Depending on your situation, the interview may take anywhere from 30 to 45 minutes, but it’s nice because you can pause at any time and finish later. If you don’t want to fill out the survey or don’t have time to do it, you can upload your statements and the team at SUM180 will enter your data for you.

The final step is to Get Your Plan. It took about a week to get my Plan back to me, but it was well worth the wait. Each individual Plan will explain your three most important Next Steps. You’ll learn where you stand and what you should do next. If you have any questions beyond the scope of your Plan, you may want to consider a consultation with a FI4ME financial adviser.

SUM180 is a great program! It’s a great way to get a better hold on your finances and plan for your future, they help you find the best way to protect your wealth. Thank you SUM180 for helping me to come up with a plan for our financial future. As a special introductory offer, you can get 50% off a SUM180 subscription when you use the exclusive promo code SIMPLE50. This offer is good through December 2016.

Have you heard of SUM180 before? 

This post has been sponsored by SUM180. I was provided with product at no charge to sample in exchange for my review. The options expressed in this post are my own. I am in no way affiliated with SUM180 and do not earn a commission or percent of sales.