Summit Personal Finance Coaching

10/14/2025

I love to read and listen to all sides and recommendations in the financial world.

Are we falling for the biggest money traps of our generation? And what are the money habits that actually build millions? Raoul Pal, Jaspreet Singh, and Hump...

09/26/2025

Money is only a tool! 

05/02/2025

100%

https://www.facebook.com/100044389181040/posts/1226600598829568/?mibextid=rS40aB7S9Ucbxw6v

03/08/2025

For anyone out there that feels overwhelmed with debt payments or simply want more financial freedom and not sure where to start, you are not alone. I love working with clients that are serious about changing their situation and ultimately their future. Text messages like this make the time I spend with my clients all worth it!

11/25/2024

Do you have any New year goals related to personal finances? One of the best ways to be successful is by creating a clear game plan. Set up a complementary consultation today. Message me today!

Patrick Bet-David is an Assyrian-Armenian American businessman, author, and motivational speaker, best known for founding PHP Agency, a financial services co...

09/03/2024

I’m doing a “No Spend September”, it’s not as scary as it sounds (you set your own rules, I just give some ideas).
It’s a great way to get back on track after summer travel and back to school shopping.
Message me for details or if you would like to join the Challenge!

06/14/2024

Vacations don’t have to equal big money!

06/14/2024

Often you can find something you love doing, and It doesn’t even feel like more work.

06/14/2024

You don’t have to go to debt to take a family vacation!

https://www.facebook.com/100069169853701/posts/781681484147506/?mibextid=l2hJJHjNVOBSwHk4

04/22/2024

If you feel like you are in the same boat as this couple, set up an appointment with me today! Let me help you with the things you do have control (regarding your finances) of.

In this episode of Dr. Phil Primetime, we delve into the detrimental effects of inflation on Americans. Join us as we discuss its consequences on households,...