Unlock Your Financial Potential

free Resources

Take control of your financial journey, one month at a time

Check off each small, monthly task and see the drastic impact of improved personal finances over the course of the year. Follow these concise, practical suggestions and resources to streamline your path to increased financial wellness.






toggle to Explore

our favorite personal finance resources

A free step-by-step guide to teach kids about money!
Learn more about debt elimination, credit, budgeting, and getting your financial paperwork organized! 
​A fun resource to help you discover your personal money habits and attitudes. 
The Financial Checkup helps you create a budget that will help you accomplish your financial goals.
PowerPay will give you the tools to develop a personalized, self-directed debt elimination plan.
Become debt free and save in interest costs by following your debt reduction plan with the help of PowerPay.

the latte factor

Discover #1 New York Times bestselling author David Bach’s three secrets to financial freedom in an engaging story that will show you that you are richer than you think. Drawing on the author’s experiences teaching millions of people around the world to live a rich life, this fast, easy listen reveals how anyone—from millennials to baby boomers—can still make his or her dreams come true.​

Richer than a Millionaire, the updated/companion book to The Millionaire Next Door, is an authentic, well researched, and insightful book on creating true wealth and happiness in life. Relevant and packed full of powerful anecdotes, it should serve as a blue print for anyone seeking to create a life of freedom, service, and significance.
We're simply not taught to manage money at a young age or how to create wealth by investing. Sick and tired of how you loosely save, manage and spend your money? Do you want to begin investing but have no idea how or where to start? Like many millennials, you might be worried that you'll struggle with money issues for years to come due to the economy, the cost of living and higher education, and a competitive workforce. If your parents did not manage money well you may follow in their footsteps. Young Money teaches a 5 Step Plan for anyone who wants to create a life with less money stress, reach specific goals and dreams and live a more purposeful life.

the automatic millionaire

The Automatic Millionaire starts with the powerful story of an average American couple whose joint income never​ exceeds $55K a year, yet somehow manage to own two homes debt-free, put two kids through college, and retire at 55 with more than $1 million in savings. Through their story you’ll learn the surprising fact that you cannot get rich with a budget! You have to have a plan to pay yourself first, a plan that will secure your future and pay for your present. The Automatic Millionaire is one of the most popular financial books, ever. A New York Times bestseller with over 1.5 million copies sold. ​

The Road to 850

The Road to 850, Proven Strategies for Increasing Your FICO Credit Scores is the second edition with the sub-title, 'The Rules Have Changed'. It reveals changes in the use of the FICO score by lenders, insurance companies, investment firms, schools, etc. More companies and industries are utilizing this three-digit number and charging you for services for less than stellar FICO scores. The Road to 850 will provide more insight. You can easily read the entire book, or go to particular points of concern that you want to understand. What you don't know about the information found in The Road to 850, can cost you a lot of money tomorrow!

must reads

Are you ready to get started? 

Small Steps, Big Impact

Subscribe for monthly financial tips and resources — our finance calendar makes it so easy to take quick and concise action to financial success.
Thank You!