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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
MONEY COACHING FOR YOUNG COUPLES

Start your life together on a solid financial base.

I help young couples set up a financial foundation they can build on. It’s a combination of education and execution: you learn how it works, and then we put it in place.

START THE CONVERSATION
HOW IT WORKS

Two parts. Both matter.

Learning about money isn’t enough on its own, and neither is following a plan you don’t understand. My coaching combines the two.

PART ONE

Education

We work through the how and why or your finances so you both understand what you have and what you’re deciding.

PART TWO

Execution

Then we act on it. Together we set up the base itself, so you leave with a foundation in place, not just a list of ideas.

What we're working toward

01

Mindfulness

More awareness of your money and the choices you make with it.

02

Understanding

A clear picture of your finances that the two of you share.

03

Growing wealth

A solid base is something you can build on. Growing your wealth over time is the point.

Hi, I'm Carrie.

I’m a business manager and money coach at a boutique firm. Some of my clients have been with me for more than 30 years, and I now work with their children too.

I use money archetypes in my coaching, so each of you can see how you relate to money.

With young couples, my focus is simple: get the foundation right, so there’s something solid to build on.

Ready to build your base?

Tell me a little about where the two of you are right now.

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