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

Services

Free Membership

 
Spending Tracker
Expert advice/blog
Newsletter
Community access
FREE

Subscription

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

Services FAQ

No. You may run a new Plan as many times as you want and get a new Plan each time– it’s all included with your subscription fee.
To compare services side by side to choose the membership level best for you, see ourServices Comparison Chart.

SUM180 customer service representatives can help you get started, help you complete your profile, and help you get your SUM180 Plan. We’re here to help you get the most out of SUM180.

An FI4Me financial adviser, on the other hand, gives you customized financial planning advice, can answer questions about your Next Steps or other questions you have, and based on the details of your situation, can go into more depth than your SUM180 Plan. Just like your primary care physician, your personal FI4Me financial adviser will study the details of your situation and give you advice that’s customized for only you.

Because we are not investment advisors, we cannot offer specific investment advice or recommendations to individuals, and at no time should you infer that specific investment advice is being given.

Still not sure which kind of help you need?Contact us – we’ll help you figure it out.

After you purchase consultation time, that time will be available for you to use any time throughout the year. Click “Consult an adviser” on your Dashboard and follow the prompts to select an available appointment that’s convenient for you.
Your consultation time balance appears on your Account page. As you use your time or purchase additional time, the balance will automatically update.

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
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Fee-only

Fee-only advisers have no inherent conflicts of interest, they don’t accept fees or compensation based on product sales, and they generally provide more comprehensive advice. Many also carry professional designations which hold them to strict codes of professional and ethical conduct. Fee-only advisers can charge a one-time or ongoing fee, depending on the types of services they provide. The fees may be hourly, flat, or based upon a percentage of assets under management.

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.

You can trust

Every SUM180 financial adviser is committed to empowering you and to supporting your unique priorities and goals. Our advisers were hand-picked from the Alliance of Comprehensive Planners (formally Alliance of Cambridge Advisers) – known for having the highest professional standards in the country. They are Certified Financial Planners (CFP©) or the equivalent, with strong tax backgrounds, and full members of the National Association of Personal Financial Advisors (NAPFA). Most importantly, our fee-only advisers make money only by serving your best interests – we do not accept money from any company based on the advice we give you.

Ready to live better?

Expert Advice

Three steps (Or: How to eat an elephant)

Few of us feel confident in every situation. No one is an expert at everything. And in most cases, not having all the answers all the time is no big deal. As we move through life, we come to appreciate our individual strengths, recognize our weaknesses, and depending on the situation, we either adjust our expectations, buckle down to learn an important new skill, or, if we have the option, we find someone – a team or partner – whose strengths complement our weaknesses, whatever those may be.

In the Community

Already thinking differently…

My favorite hobby is to try new restaurants. Eating out and exploring new restaurants is something I do frequently and my personal budget shows that. Fresh from completing my SUM180 profile and faced with the “where should we eat tonight?” question left me considering different alternatives. If we started to explore “off the beaten path” ethnic restaurants versus high priced downtown restaurants then I could pay down some credit card debt instead?

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