Tools and guides to help you take the next step on your financial path, wherever you're starting.
financial preparedness Resources
FEATURED RESOURCES
Tools and guides to help you take the next step on your financial path, wherever you're starting.
financial preparedness Resources
FEATURED RESOURCES
Please note that some of these links may be affiliate links, meaning that I may make a small commission if you choose to make a purchase after clicking one of these links, at no additional cost to you. I only recommend products I truly believe in.
my favorite resources
Tools I recommend to help you stay on track.
Please note that some of these links may be affiliate links, meaning that I may make a small commission if you choose to make a purchase after clicking one of these links, at no additional cost to you. I only recommend products I truly believe in.
my favorite resources
Tools I recommend to help you stay on track.
budgeting apps
check it out
See your full financial picture in one place. Tracks spending, catches forgotten subscriptions, and helps you understand where your money is actually going.
rocket money
A proactive budgeting app that helps you give every dollar a job. Great for building intentional spending habits and helping you feel more in control.
ynab (you need a budget)
check it out
check it out
See your full financial picture in one place. Tracks spending, catches forgotten subscriptions, and helps you understand where your money is actually going.
rocket money
check it out
A proactive budgeting app that helps you give every dollar a job. Great for building intentional spending habits and helping you feel more in control.
ynab
bookkeeping & accounting
bookkeeping & accounting
check it out
Free accounting software that's perfect for freelancers and small business owners just getting started.
WAVE
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The industry standard for small business bookkeeping. Tracks income, expenses, and makes tax time much easier.
QUICKBOOKS
future planning, investing, & retirement
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For professional retirement and wealth management assistance. Note: Minimum requirements to open acct is $1k and $100/mo. commitment.
Outcome Private Wealth
One of the most trusted names in investing and retirement planning. Great for opening your first IRA or exploring retirement options as a self-employed person. No minimum to open most accounts.
Fidelity
Ashlie Roe of CrossCountry Mortgage is a trusted local mortgage advisor based in Eden, UT with nearly three decades of experience. Whether you're buying your first home, refinancing, or exploring construction loans, Ashlie guides you through the process from start to finish.
mortgage specialist #1
Nigel Farnsworth of American Pacific Mortgage is a senior mortgage consultant based in Layton, UT backed by a full team of specialists. Nigel takes the time to understand your specific situation and find loan options that actually fit your goals.
mortgage specialist #2
check them out
check them out
check it out
tax tools
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I no longer do tax preparation, but I recommend my colleague Starlee Galbraith at Peak Tax Consulting for your personal and business tax filing services.
Tax professionalS
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The industry standard for self-filing. Walks you through everything step by step. Great if you want to understand exactly what you're filing.
turbo tax
