How to create your financial plan with less stress

When you hear the words financial planner, do you wince a little? If you do, you are not alone. I wince too and so do most of us. The negative feelings and dread most of us feel when thinking about meeting with a financial planner usually stem from a past negative experience or uncertainty about what to expect. Are we saving enough? Do we have a plan for retirement that is sufficient? Are we investing wisely? Are we totally off track and headed down the wrong road? All these questions and more run through our minds. For most, facing them and finding out the answer can be terrifying. That fear causes many to go through life without a clear financial plan and ironically, that is what we should be more afraid of.

financial planning stressing you out wm

Maybe you have met with a financial adviser and when they started talking it started sounding like Charlie Brown’s teacher, “Wah,wah wah, wah wah” and you totally tuned out. I totally know that feeling. There are so many things most financial planners throw at you and so many decisions they want you to make that you end up feeling so frustrated and decide to take some more time to decide what to do.

Having a simple, clear plan can give you so much confidence. How do we get there? I discovered a very different financial planning service, one that understands why most dread meeting with a financial planner more than getting a root canal.  SUM180 makes financial planning simple, affordable and even fun for everyone, wherever they may be on their financial journey.

The process with SUM180 was so different from anything I expected. With my full life, being able to input my information at my own pace and receiving my financial plan online in a PDF was amazing! Their site is very easy to navigate and entering my information was simple. I had my latest tax return handy and it did not take long to input my information. In a short time I received an email that my plan was ready.  I did not have to become a financial expert or have degree in finance to understand it, everything was clear and easy to understand. Their 3 step approach is simple and does not make me feel overwhelmed. All I need to do is focus on the three most important steps at a time and that makes me feel empowered.

SUM180 is a subscription based, affordable financial planning service and if my circumstances change at any time during my subscription year, I can create a new plan for free! I have to tell you that having a clear, easy to understand plan in place makes me feel so much better. I feel much more in control and not like I am winging things. Before I did this, I was so uncertain, always wondering if I was making the right financial choices. With my financial plan, I have the confidence and clarity to see exactly what I need to concentrate on to reach my financial goals.

I am most surprised at how easy and painless the whole process was. If you are putting off meeting with a financial planner for the same reasons I was, try SUM180, get the tools you need without the overwhelming financial jargon you don’t. SUM180 has a special, limited time promotion where you can save 50% off the current product price when you use the code SPRING50.

I would love to know what you think if you try their services. Please just leave me a comment letting me know.


This post has been sponsored by SUM180. I was provided with product at no charge to sample in exchange for my review. The options expressed in this post are my own. I am in no way affiliated with SUM180 and do not earn a commission or percent of sales.

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