Resources

ACCESS OUR FREE LIBRARY OF PRINTABLES

Resources to Support Your Financial Journey

This year-long planner was designed with you in mind. Track all of your income, expenses, and appointments in one place. Learn more.

 

Access all of our downloads in our Free Resource Library

YNAB 

From our member, Melissa, "I discovered YNAB awhile ago and was on and off using it but am back in full force. I highly suggest it. www.ynab.comIt has software, education, and 4 simple rules.

 

Mint.com

From our member, Sharon, "I like Mint.com. It's online and free and you can get all your accounts to download automatically."

ThredUp - Sell gently used clothes

Swagbucks - Make money while you shop online

Rakuten - Another great app to get money back when you shop online

The Latte Factor by David Bach

This book is not your traditional personal finance book. It's a parable that is a very quick read that can quickly have you re-evaluating your relationship with money.

I Will Teach You to Be Rich by Ramit Sethi 

Broke Millennial: Stop Scraping By and Get Your Financial Life Together by Erin Lowry

Get Money: Live the Life You Want, Not Just the Life You Can Afford by Kristin Wong

Get Rich, Lucky Bitch by Denise Duffield-Thomas

Those who know me, know that Denise's book sent me on a journey. It taught me a lot about myself as well as how I can best help my clients. If you have not read it, I highly recommend checking it out.

You're a Badass At Making Money: Master the Mindset of Wealth by Jen Sincero

 

Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.