Resources to Support Your Financial Journey

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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


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.

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. 


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