CREATE SOUNDNESS

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

– WARREN BUFFET

SOUNDNESSDEFINED

/soun(d)n∂s/
noun

1 the ability to withstand force or stress without being distorted, dislodged, or damaged
* the car manufacturer tested the soundness of the new model in various types of collisions

2 the state of being in good condition; robustness
* mental and physical soundness

Q: When you leave this planet, will you leave it a better place?

A DISRUPTION

SUMMER HAS DEMYSTIFIED THE FINANCIAL AND ESTATE PLANNING EXPERIENCE

We often don’t feel the most informed around the area of finance. There’s never-ending choice and so many options that most people opt out entirely. It’s also not what most of us are passionate about, so we don’t spend time learning how to do it right, which means that we’re stuck doing it in ways that aren’t really serving us. Not to mention, it just feels like an expensive elephant of a project. Summer didn’t like that people weren’t making smart financial choices because they simply didn’t know how or where to start.

“That’s fixable,” she thought.

So she created a model that’s more simple, approachable and affordable than it’s ever been. She breaks the financial and estate planning process down into baby-steps, informing you a little at a time while helping you consistently take action toward total a financially sound life. With your renewed sense of security and peace of mind, the only question you’ll be asking yourself is “Why didn’t I start sooner?”

“Opportunity is missed because it’s dressed in overalls and looks like work.”
– Thomas Edison

LET SUMMER WEAR THE OVERALLS

TOGETHER…

WE EAT THE ELEPHANT ONE BITE AT A TIME

I

DISCOVERY

Every journey starts with a location. I.e. where are we now? Where are we headed? What’s missing? And what kind of life do you really want to create? We uncover all of this in the discovery process, and so much more. Prepare to have your mind blown open and to answer questions that you’ve never asked yourself before. You’ve got one life to live and it’s time to make it the best you possibly can.

II

DATA COLLECTION

Once you decide to prioritize this area of your life, we’ll have to gather all of the various pieces of the puzzle. A little necessary, upfront legwork – YES – but it’s kinda like cleaning out your junk drawer. What the heck is in there anyway?? We get to the bottom of your financial junk drawer and figure out what’s in there once and for all. And then, determine what needs to be kept, organized, compartmentalized, thrown away… you get the picture.

III

EXECUTION

Once we discover what you want, what you’ve got, and where you want to be, we get to implement some real stuff!! This often (but not always) includes a customized financial model and a four-part estate plan. Summer holds your hand through this entire process, and makes it all so much easier than you ever thought possible. And then voila! You’ve got financial soundness and you can carry on with your life. As you were.

TO BEGIN, PICK ONE:

15 MINUTE CONSULT

Extreme value & clarity in just 15 minutes. Take your “financial temperature” with our simple & powerful self-assessment tool & learn your top 2 to 3 opportunities for increasing financial soundness. Awareness is the first step toward change.

75 MINUTE CONSULT

The 15 minute consult + more. Discover specifically what drives you around money & WHY. Define a clear vision of your life, personally & professionally, & learn what it’s going to take to get there. Leave feeling empowered and equipped.

both complimentary ♥ we meet via zoom ♥ next day quote

Please fill out your information below if you’re ready to get started:

“An ounce of prevention is worth a pound of cure.”

– BENJAMIN FRANKLIN

♥

A NOTE ON PREVENTION

WHY PREVENTION? In over nearly two decades of serial entrepreneurship and life experience, Summer has seen her share of messes. In her own life and in others. As a result, much of Summer’s approach to serving others is preventative in nature. Rather than trying to undo a big mess, she’s found it’s wise to avoid the mess in the first place whenever possible. In the three key areas of life…

PHYSICAL | EMOTIONAL | FINANCIAL

Summer’s intuitive and holistic approach serves to help others create soundness in these three areas, which, like it or not, are all connected. If you neglect one of them, the others will suffer until you do the hard work. Yes, facing our mess can be scary, and unfortunately, the only way out, is by heading straight THROUGH it. Avoidance doesn’t get us the life we desire. Summer is here to support you in navigating to the other side. To that glimmer of light you see in the distance. Her wish for you is to become unfuckwithable. To get yourself and your affairs so strong, solid, and sound that nothing can throw you off course.