I have come to a realization in my older adult life that I am no different from most people my age. That sometimes includes feeling like I am a complete mess! I am being a bit silly when I say that but the reality is that there are things that, as an adult, I feel like I should have accomplished more of, have a better grip on, be better prepared for, take better care of, and so on and so on. The other reality is that life happens. We juggle so much of our lives that there is no way you can be on top of everything. There is also a very wise expression that says…better late than never.
So if you are like me you do not have a financial plan set in place. If you are like me you probably do not even have the first idea where to start getting a financial plan in place. If you are like me you probably also cannot even imagine making an appointment with a financial adviser. I can barely keep up with my accountant when he does my taxes every year. The whole idea of a seeing a financial adviser is both intimidating and financially scary. I cringe to even think about what something like that would cost.
Then I heard about SUM180 and was offered the chance to try out their services. Needless to say I jumped at the chance. Although I have been intimidated by the idea of a financial adviser, financial planning was very much in my mind. My husband will be retirement age in about 10 years. 10 years can fly by quick and I really had no clue as to whether or not we were on the right track for retirement or are we way off track. It was time to get a grip of our situation and using the service of SUM180 was more than appealing to me. It was time to stop wondering, worrying, or feeling stuck, so we can get on with living our life and enjoying it with the knowledge that we are finally getting a grip on our financial future.
SUM180 is a radically different kind of service with one goal: to make financial planning simple, affordable, and even fun – for every woman, wherever she is on her financial journey. SUM180 meets you where you are. SUM180 Plans are personalized for you, and designed to help you right now, whether you’re just getting started, starting over, or well on your way.
You don’t need a degree in finance. SUM180 doesn’t try to give you one. You don’t need to become a financial expert just to meet your financial goals. SUM180 gives you the tools you need, without the jargon, and without overwhelming you with the details you don’t understand.
I can promise you that it is much easier than you are thinking. Put your fears aside and take this important step to your financial future. SUM180 even offers a unique community forum where users can support one another in their plans. Plus live online chat, unlimited emails, and consultations with financial advisers. SUM180 has done all the right steps to make sure that this process is as easy and pain free as possible. Each paid membership available is good for one year. This is not a one shot deal. They are going to stay by your side for the year to make sure you are doing all the right things to ensure a bright financial future. The support system has been completely set up for you.
So let’s get started on taking the first step. Don’t worry, I will be here with you as well. It is as simple as clicking that green button right there that says “Take the first step”.
Once you click that button I can again promise you that this is going to be much easier than you think. You are going to enter your information and receive your SUM180 plan entirely online. You can go at your own pace and at your own convenience. You do not have to enter all of your information in one sitting, you can save your work and come back and finish at another time. Everything was so easily explained that gathering the correct information was much easier than I anticipated. I also learned a few things just by gathering the information. I felt much more in command of my financial future just by inputting all the information that was needed. Talk about empowering!
So it was official! I had officially pulled my head out of the sand. This alone made me feel so much better and brighter about my future. I could not wait to receive my financial plan. Once I received my plan it was everything that I expected and much more! My financial freedom! My personalized plan to bettering my future.
SUM180 sets you up with 3 easy recommendations when you first receive your plan. These are the steps that will help you make your future even brighter. Focusing on just three Next Steps, for now, is the key to your success with SUM180. This is a long term action. Financial freedom as we already know does not come overnight and that is one of the many reasons SUM180 will be by your side for the entire year to help you get yourself on the track you need to be on.
If you decide that you want to take your plan one step further and talk to a financial adviser with only your best interests at heart, request a consult through the SUM180 website. You’ll be connected with the most respected financial advisers in the U.S. They really have everything covered. I could not be more impressed with the completeness of the site and the plan. This is not a one and done process nor should it be.
Not convinced yet? Let me give you a few quick review of the reasons why you need to do this.
- It’s accessible. You enter your information and receive your SUM180 Plan entirely online. Go at your own pace and at your convenience.
- It’s personalized. Your SUM180 Plan is uniquely tailored to your situation. You’ll receive recommendations for improving your financial picture and clear explanations for why these next steps are right, based on your data.
- It’s user-friendly. Everything you receive from SUM180 will be in easy-to-understand, plain English. If you ever need more help, SUM180 offers several types of support – from live online chat to unlimited emails to consultations with financial advisers.
- It’s trustworthy. SUM180 never accepts money from anyone for its recommendations to you. You’ll always know that the advice you receive is focused on your best interests, not on selling you products or services you don’t need.
- It adjusts with you. Because SUM180 Plan is subscription-based, if your circumstances ever change within your subscription year, you can create a new Plan for free.
- It’s affordable. Your SUM180 Plan gives you the same sound advice that you would receive from a top personal financial adviser – but it costs thousands of dollars less.
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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.