Financial Tools & Resources

Here I'm sharing with you all of my favorite financial tools & resources that I have personally used, loved and am happy to recommend!

Calculators & Tracking

This is my favorite way to plan for retirement, estimate earnings & figure out how much I need to stash away each month to hit my goals!

Debt Reduction Calculator

This website offers a free version but also paid versions as well. It's a good place to start if you're wanting to track your debt payoff strategy!

Annual Credit Report

The ONLY place you should ever go to access your credit reports from Experian, Equifax & Transunion.

Investing Prep Kit

Ok, this may be self servicing, but this workbook is the best place to start if you're new to managing your money. Take a look at what's all included!


I'm not big on budgets, but this app helps you track your spending in a VERY easy way! I've been using for 4 months and have easily been able to find areas of opportunity in my spending plan. Great compliment to the cash flow & net worth workbook! Get 2 months free (double the normal promo) with my code 2FREEHPF

Credit Cards & Investing

Index Funds

It's no secret that I think Index funds make a great foundation for just about any investment portfolio. Learn all about how to utilize Index Funds to build wealth with this best selling course!


THE easiest way to rollover your 401k or IRA! Don't lose track of your money. Capitalize will help you choose a new retirement account, and handle the paperwork, for free.


Save money on student loan rates! Rates negotiated exclusively for members start at 1.04% APR!

Chase Sapphire Preferred Credit Card

It's time to travel again! Earn 100,000 bonus points (over $1,000 for travel) + $50 for groceries

Fidelity Rewards Visa Signature Card

Perfect for paying bills or everyday spending, this card gets you 2% back, which you can transfer to your investment account if you have one at Fidelity!


Get $10 in Bitcoin! Investing in cryptocurrency is new for me too! Coinbase allows you to earn cryptocurrency while learning about cryptocurrency

Rent the Runway

Sustainable fashion is a big priority for me this year! RTR has been a great solution- I can get new clothes each month for one low price with knowing I'm not contributing to 'fast fashion.' Get $30 to try it out here!

Earn More Money


Stop trading your time for money & start your dream business today! Kajabi has been the easiest solution to start my business


If you're going to shop-- shop intentionally & shop smart! With Rakuten you can earn cashback on purchases you make everyday!

Field Agent App

The best 'secret shopper' app out there! Earn money while your doing errands! 

Morning Brew

Ok, so technically this newsletter won't make you money, but it will educate you on daily news topics & give you a laugh!

Read up on personal finance

Rich Dad Poor Dad- Robert Kiyosaki

You may think you know the difference between assets & liabilities-- but this book makes it crystal clear and gives you a simple formula for building wealth!

The Automatic Millionaire- David Bach

If you were not on board with automating a lot of your money management-- this book will convince you!

I Will Teach You To Be Rich- Ramit Sethi

I love Ramit's take on intentional spending and also setting up easy automated systems to make managing your finances easy!

You Are a Badass- Jen Sincero

Talk about a mindset shift! This book will help you rid yourself of money mindset roadblocks and get you excited & confident to start your wealth building journey!

The Psychology of Money- Morgan Housel

I'm loving this one because it's all about behaviors! Personal finance is 80% thoughts & behavior and only 20% knowledge. Read about 19 different short stories that explore different ways people think about money & how that affects their behavior.

Atomic Habits- James Clear

OK- be prepared for this book to make you rethink your everyday habits. It includes a step-by-step checklist for creating heathy new habits and leaving bad ones in dust! Plus, so many of these habits can fit perfectly within your financial wellness journey.

Think & Grow Rich- Napoleon Hill

I've nicknamed this book the OG of money manifestation. It was written in 1937, so admittedly it's a bit of a tough read. However, if you can cut through the throwback language and follow the steps outlined - you're 100% going to fast track your financial goals and gain a whole new perpective.