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.


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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.

From our member, Sharon, "I like 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



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