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Help Videos

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How It Works

How to Prep for Your Interview

Explore Sample Plans

How to Get Help

Tips from the Community

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Weekly Webcast: The rental housing market

Weekly Webcast: Home ownership

Weekly Webcast: How to manage credit card debt

Weekly Webcast: Where should I be five years post-graduation?

Weekly Webcast: Retirement Crisis – Do you have enough?

Weekly Webcast: The Emergency Funds Crisis – Are you prepared?

Weekly Webcast: Student Loans – It’s personal

Spring Clean Your Finances: One step you can’t afford to skip

Emergency Fund: Why you need one and how to set it up

Building SUM180

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SUM180: A financial plan that meets you where you are

The SUM180 team

Fee-only advisers: Serving, not selling

How it works: Get your Plan

How to get help with your Plan

How to update your Plan

Questions? We’re here to help

Everyone deserves a plan

Whatever your goal, having a plan keeps you on the right path

Most of us attach feelings to money

Know where you are and where you want to go

Members Are Saying

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I feel like I have a lot more control over my financial situation

A financial plan that hits all the bases

This is a really important thing for women

Preparing for your online interview: My advice

Consulting an adviser: My experience

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