Reach Your Summit Podcast

Don’t let getting (or trying to get) organized lead to more procrastination.  Listen to hear how you on how you can get started with even the smallest step.

Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator explain the importance of being finically organized. 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

Do you have financial goals that you aim for?  Great! If you don’t know what your goals are. That’s ok too, this goal-setting episode will help provide some clarity on where to start. 
 
 Hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNER TM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator bring a variety of perspectives to the discussion. 

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode! 

Welcome to the Reach Your Summit Podcast.  We understand what it's like to have an idea of what you want your life to look like, but lack the clarity on how to get there. This is why we have been recognized by Forbes Magazine for providing Best-In-State financial planning services, we’ve helped countless people successfully find clarity and fulfillment in their financial journey. 

Each Tuesday a new personal finance topic will be discussed to provide you with the clarity you are looking for on your financial journey. 

Join hosts Jamie Cochran, CERTIFIED FINANCIAL PLANNERTM and Financial Advisor, Nicole Davis, Director of Financial Planning Services, and Stephanie Brinkman, Marketing Administrator as they bring a variety of perspectives to the discussion.  

If you lack guidance on your financial future, or simply want to learn more about personal finance, join us as we help you navigate the path to a better, more secure future.       

Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter
(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!