The Summit Process

A comprehensive planning process is crucial for creating a financial plan that considers your needs now, and that plans for the future in the most tax efficient manner possible. It is our goal to assist you in building a strong financial structure that will stand the test of time and grow with you and your family.

Initial Meeting

Our first meeting is really a “get to know” meeting. We’ll discuss your goals, and make sure we understand what you’re looking for. Do not feel obligated, but it would be helpful if you brought some, or all of the following information to the first meeting:


  • A brief summary of your assets (just a rough balance in bank accounts, as well as your last statement for all investment accounts)
  • A brief summary of your debts (it would be helpful if we had the balance, payment, and interest rate).
  • Any estate planning documents, including wills and trusts.
    Last year’s tax return.
  • Your declaration page for your Auto and Homeowners insurance.

Contact Us

Summit Financial Consulting

Working With People You Trust.

43409 Schoenherr Road, Sterling Heights, MI 48313

Phone: 586-226-2100
Fax: 586-226-3584


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Our Office

Summit Financial Consulting

The Fine Print

Investment advisory services are offered through Summit Financial Consulting LLC, an SEC registered investment advisory firm. Registration with the SEC does not imply a certain level of skill or training. Summit Financial Consulting LLC is not affiliated with or endorsed by the Social Security Administration or any government agency. Summit Financial Consulting LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Summit Financial Consulting LLC.​

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.