Help Videos
Tips from the Community
Inside SUM180
Members Are Saying
Help Videos
How It Works
How to Prep for Your Interview
Explore Sample Plans
How to Get Help
Tips from the Community
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
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
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