Project Money
 
 SummitCreditUnion.com | Project Money | Pay It Forward | DoMore  

About Amy

Amy began her Project Money journey seven months ago living paycheck-to-paycheck and feeling trapped under debt.  A self-described “emotional spender,” Amy enlisted the support of her family, friends and Project Money financial coach, Craig Engstrom, to truly take control of her finances.

Despite a variety of obstacles along the way, including two job changes, Amy reduced her debt by $1,627 and even added a “cushion” of $1,134 to her savings.  More importantly, she says she has changed her life for the better.

“It’s been an amazing journey… a journey that I was blessed to be a part of.  It awakened me and gave me the motivation and perseverance to pull myself out of denial and take that first hard step forward in recognizing that I needed to make a change.”

Moving forward, Amy says she plans to continue meeting with Craig to keep building upon her new, solid foundation to reach financial freedom.  “I won’t give up… this is a lifestyle that will be with me for the long-haul!”

Q&A with Amy:

What’s the best advice you’d give to someone who’s in a similar financial situation to where you were seven months ago?

Don’t give up on your situation.  There are people and resources out there that can help you to gain control of your finances and support you to make your dreams of financial freedom a reality.

What do you think were the key factors in your success?

Incredible support from my friends, family and Craig, my financial coach
Believing in myself and learning to control my emotions with regards to money

How has this experience impacted you/your family?

Both my friends and family have expressed how proud they are of me and the accomplishments I’ve made since starting the program.  I’ve also had friends ask me to help guide and support them as they strive to reach their own financial goals.  Together we can support each other and champion each other into making our financial dreams a reality.

What was your “aha” moment?

The day I received the announcement that I was chosen as a participant.  I was sitting at a restaurant with friends when the call came in and I jumped up in my seat, had a huge smile on my face and told those around me what had just happened.  That was an amazing moment because I knew that I was taking a big step forward in gaining control of my life again.  It was huge weight off my shoulders.

What was the best advice you received from your coach?

To believe in myself and believe that no matter how dire my situation may be, together we would tackle it piece-by-piece.  There was no giving up!

How did your coach help you stay on track?

Craig believed in me, supported me and helped to hold me accountable.  He never judged me or made me feel poorly about any decision I made, but rather questioned me about it to get at what really happened and then we talked about where I would go from there. 

How has taking control of your finances changed your life?

It’s most definitely changed my life for the better.  Project Money afforded me the opportunity to take control of my situation.  I lessened the stress in my life in regards to finances, found a fantastic job and learned about all the resources that are available.  I also learned that I control what happens in my life, and instead of feeling pity or frustration about the choices I made in the past, I can make a conscious decision about what I want for my future. Only I can make change for myself!

Where do you see yourself in five years?

It’s simple:  financially free and living a life with far less stress and anxiety about money.

What one word would you use to describe how you feel about money/your financial situation as a result of your Project Money journey?

Vitality


Follow Their Journeys...
Share |
media partner:  WKOW
Copyright 2010-2011 © Summit Credit Union
P. O. Box 8046, Madison WI 53708-8046
Toll-free: (800) 236-5560
Local: (608) 243-5000
All rights reserved.