Helping people change their finances and their lives has always been a balancing act of delivering great advice and the human touch to break down the barriers and address the fundamentally emotional nature of our relationship to our money. Nothing changes the importance of a human adviser who can create a relationship, connection, and trust to empower behavioral change.

The human connection part of Sum180 is led by our long-time partner, Certified Financial Planner (CFP) and Enrolled Agent (EA) Cordi Powell.

One thought on “We Are Emotional About Our Money”

  1. It’s so true. When I realized how much time I was spending fretting over bills, I was shocked at what a waste of energy that was. I made a decision NOT to feel that way. Then, when I was tempted to buy a new dress that I didn’t really need or put a weekend getaway on my credit card, I used that decision as motivation to make different financial choices. Money can be a helpful tool, instead of a source of worry, if you can get the right perspective on it.

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