Enter the email address associated with your SUM180.com account, then click Continue. We’ll email you a link to a page you can easily create a new password.
Has your email address changed? If you no longer use the email address associated with your SUM180.com account, you may contact oursupport servicefor help restoring access to your account.
If the email address you entered is associated with a customer account in our records, you will receive an email from us with instructions for resetting your password. If you don’t receive this email, please check your junk mail folder or visit our Help page to contact our support service for further assistance.
  • Use at least 6 characters, a combination of numbers and letters is best.
  • Do not use the same password you have used with us previously.
  • Do not use dictionary words, your email address, or other personal information that can be easily obtained.

First, select a membership level

Free Membership

 
Spending Tracker
Expert advice/blog
Newsletter
Community access
FREE

Subscription

All membership benefits, plus:
Your Plan
Your Accomplishments
Your Next Steps
Your Financial Statements
Unlimited updates
Access to consultation $99/half hour
$129/year

Premium Subscription

All membership benefits, plus:
Your Plan
Included half hour consultation
Additional consultation available at $99/half hour
$199/year

What you make

What you spend

What you own

What you owe

When it comes to money, having a plan with a few simple steps
will get you where you want to be

"I can do it in private,
plus my information is confidential..."
"It's realistic"
"I'm doing better than I thought..."
"Life transitions can be scary,
SUM180 helped me move forward..."
"I finally know where I stand"

How it works

  • Gather your info

    Our prep list and spending worksheet make it easy!
  • Enter your info

    It only takes about 40 minutes!
  • Get your Plan

    Understand what to do next with your money - and how to get it done.
  • Take action

    Get the answers and support you need as you do your Next Steps.
1
GATHER YOUR INFO
2
ENTER YOUR INFO
3
GET YOUR NEXT STEPS
4
TAKE ACTION

Meet the advisers

  • Angela Dorsey
    “The most rewarding part is when a client says, ‘I feel so much better now. I have a plan in place, I feel so relieved!’”
    Learn more about Angela
  • Cordi Powell
    “SUM180 is a great place to start. You can get your plan from home while in your pajamas and meet with your adviser over the Internet!
    Learn more about Cordi
  • Kelly Adams
    “Having a plan gives you permission to spend, to leave work, to take the grandkids to Disneyland. It takes off all kinds of pressure.”
    Learn more about Kelly
  • Elizabeth Buffardi
    “Often, things aren’t half as bad as you think! Knowing your next three steps lets you buckle down and start moving forward.”
    Learn more about Elizabeth

Julie
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Choose the membership level that's right for you

Free Membership
Subscription
Premium Subscription
Spending Tracker
Community access: Answers and support from members and experts
Money tips via our newsletter
Your personalized Plan
  • Your Next Steps
  • Spending tracker report
  • Income statement
  • Balance sheet
  • Consolidated holdings statement
  • And more
Run a new Plan as many times as you wish throughout your subscription year
Half-hour consultation with a financial adviser you can trust
Bundle price is 30% off the regular rate!
Option to purchase additional adviser services at $99/half hour
Price
FREE
$129/year
$199/year
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Resources

As a member, you may access tools like our Spending Tracker, and discover saving strategies that are working for others in our community.

You may also explore possible Next Steps in your SUM180 journey - learn why each step is important, how to get help, and what you need to know to get it done.
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