Recommended Resources

The tools and platforms I actually recommend for managing your money, investing, and building wealth.

Budgeting Tools

Track your spending and stay on top of your finances with these apps.

Monarch Money

Beautiful, modern budgeting app that connects all your accounts. Great for couples and individuals who want a clean dashboard view of their finances.

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YNAB (You Need a Budget)

The gold standard for intentional budgeting. YNAB's "give every dollar a job" philosophy will transform how you think about money. Free trial available.

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Investment Platforms

Low-cost, beginner-friendly platforms for building long-term wealth.

Fidelity

Zero-fee index funds, excellent research tools, and a great app. Perfect for beginners and experienced investors alike.

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Vanguard

The pioneer of low-cost index investing. Vanguard's investor-owned structure means their interests are aligned with yours. Ideal for long-term, hands-off investing.

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Charles Schwab

Full-service brokerage with no minimums and no commissions. Great customer service and a wide range of investment options for every level.

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High-Yield Banking

Earn more on your savings with these online banks offering competitive interest rates.

Ally Bank

One of the best online banks with high-yield savings, no monthly fees, and an excellent mobile app. A great all-around banking option.

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Marcus by Goldman Sachs

Consistently top-tier savings rates with the backing of one of the world's most recognized financial institutions. No minimums, no fees.

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Credit Monitoring

Keep track of your credit score and understand what affects it.

Credit Karma

Free credit monitoring with detailed score breakdowns, personalized recommendations, and alerts when something changes. A must-have for anyone building credit.

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Free Downloads & Guides

Budget templates, investment calculators, and step-by-step guides — all free.

Coming soon — free budget templates, investment calculators, and guides

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