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

Tailwind - I get the most traffic to my blog from Pinterest and to make the most out of Pinterest, I cannot recommend Tailwind enough. I also use it for Instagram because it makes posting so much easier. 

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

 

I have shopped with them in the past doing primarily shops for financial institutions (i.e., completing a simple transaction, account opening, phone inquiries, etc.) A couple of things I really like about these shops: (1) There is no out-of-pocket expense. (2) The questionnaire about the shop is straightforward and not too lengthy.

 

This company offers a wide variety of different shops. If you are short on cash for a date night, they offer shops at some pretty nice venues. Pros: (1) Shops available at local restaurant. (2) Shops available at nicer venues. Cons: (1) You must pay for your expenses up front. They will be reimbursed after your questionnaire is accepted. (2) Some of the questionnaires are pretty lengthy, especially for the higher price shops. 


Ellis Partners in Management Solutions

The one does apartment shops so you would shop a leasing agent. These are a little more time-consuming but they pay pretty well. Once you get used to the questionnaire, it gets a little easier. I have not done one of these in quite a while but if I remember correctly, they pay quicker than some of the other mystery shopping companies.

Close

50% Complete

Two Step

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