• About
  • Specialties
    • Business Management
    • Money Coaching
    • Money Coaching for Couples
    • Financial Guidance for Women Navigating Divorce
  • Money Tools
    • Money Tools
    • Credit Card Repayment
    • Compound Interest Calculator
    • Inflation Check Calculator
    • Young Millionaire Calculator
  • Events
  • Blog
    • Financial Podcasts
    • Money Coaching
  • Contact
Summit Financial ManagementSummit Financial Management
Summit Financial ManagementSummit Financial Management
  • About
  • Specialties
    • Business Management
    • Money Coaching
    • Money Coaching for Couples
    • Financial Guidance for Women Navigating Divorce
  • Money Tools
    • Money Tools
    • Credit Card Repayment
    • Compound Interest Calculator
    • Inflation Check Calculator
    • Young Millionaire Calculator
  • Events
  • Blog
    • Financial Podcasts
    • Money Coaching
  • Contact
ABOUT SUMMIT FINANCIAL

Through the Summit approach, informed by Money Coach training, our clients are able to understand patterns and behaviors around money.

It’s only at this point that they’re able to make shifts that will point them in the right direction for their financial future. Understanding the relationship with money and the material world is essential, and we help people see their place in all of it. Our value proposition is this: many people hire fitness coaches, nutrition coaches, or business coaches…so why not hire a money coach that will help you improve your relationship to money, your relationships with others, and most importantly – the relationship to yourself?

We love to bring a sense of humor and levity to our practice – because finance doesn’t have to be heavy and serious. It’s all about perspective, and we believe your financial life is meant to be lived well, and to be lived joyfully. With that, we look forward to working with you, growing with you, and hopefully sharing some laughs along the way.

–Carrie

OUR EXECUTIVE TEAM

We can't wait to meet you!

Carrie Casden

Carrie Casden

President

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Chelsea McMahon

Chelsea McMahon

Principal

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Leah Bird

Leah Bird

Principal

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Contact us for a free 30 minute consultation.

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