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 our support service  for 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.

Meet the advisers

Sit down with any one of our financial advisers and we think you’ll immediately understand why these amazing women were much of the inspiration behind Sum180.
  • 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!’”

    Angela Dorsey
    Financial adviser
  • 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!”

    Cordi Powell
    Financial adviser
  • 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.”

    Elizabeth Buffardi
    Financial adviser

Consultations with our financial advisers are an additional service to Sum180 subscribers. Once you've subscribed and entered your information to complete your profile, you'll be able to make an appointment.

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.



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.

Why you can trust our advice

The advice in a Sum180 Plan is based on the principles of the Alliance of Comprehensive Planners (formerly the Alliance of Cambridge Advisers), founded in 1995 and known for having the highest professional standards in the country. Advisers we make available for consultation/coaching are Certified Financial Planners (CFP©) or the equivalent, with strong tax backgrounds, and full members of the National Association of Personal Financial Advisors (NAPFA) and are contracted to support Sum180’s financial planning services.

Your Sum180 Plan is designed to stand alone, but if you ever need additional financial planning advice from an unbiased financial expert, help is just a mouse click away. Sum180 provides access to selected financial advisers for additional consultation. Like your Sum180 plan, our financial advisers consider your whole picture -- your savings, debt, house, and other assets, so you have a complete understanding of your financial picture as you move towards your goals.

While most financial firms want to manage your money or sell you something, we don’t and neither do our financial advisers. The only thing we sell is financial planning advice.

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?

Financial Wellness Company
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