Resources
Find tools, guides, and support to help you take control of your finances. Explore free budgeting templates, financial planning checklists, eBooks, and courses designed to ease financial stress and build confidence. Whether you're navigating a major life transition or just want to improve your money habits, these resources will help you take the next step toward financial stability.
Books/eBooks
The Psychology of Money
Morgan Housel delves into how personal behaviors and emotions influence financial decisions, offering timeless lessons on wealth, greed, and happiness.
Rich Dad Poor Dad
Robert Kiyosaki contrasts the financial philosophies of his two fathers, offering insights into building wealth through investing and entrepreneurship.
Your Money or Your Life
Vicki Robin and Joe Dominguez provide a nine-step program encouraging readers to transform their relationship with money and achieve financial independence.
I Will Teach You to Be Rich
Ramit Sethi offers a six-week program covering banking, budgeting, saving, and investing, tailored for young adults seeking financial freedom.
Checklists
Financial Decision-Making Checklist – A guide to making informed choices by evaluating financial goals, analyzing data, and assessing potential risks and rewards.
Five Steps for Making Financial Decisions – A structured approach to financial decision-making, focusing on stopping to think, asking questions, verifying information, estimating costs, and deciding based on gathered data.
Financial Planning Checklist – A comprehensive overview of steps necessary for effective financial planning, covering budgeting, debt management, retirement planning, and estate planning.
Comprehensive Financial Checklist: 23 Essential Steps – A detailed checklist to guide individuals through essential financial planning steps, from setting goals to monitoring progress.
Financial Planning Checklist to Achieve Your Goals – A guide to organizing and managing finances, including budgeting, saving, debt management, investing, and retirement planning.
Financial Decision-Making Checklist – A list of items to consider when making financial decisions, including short-term goals, long-term plans, and risk tolerance.
MyMoney.gov – A collection of online planning checklists, and other resources from the federal government to assist in making financial decisions.