Helping You With My Curated List of Tools & Resources

At Wealth Habits, we recognize that you might not want a financial planner or an investment advisor. A significant amount of people prefer to plan and invest on their own terms – we call them the DIYFPers (do-it-yourself financial planners). If you are one of those people, you might still need/want some help, and we are happy to help you build your own strong financial foundation.

Below, you will find a curated list of the tools and resources I strongly recommend for building and optimizing your financial life. I have tested every recommendation on this page. I consider many of these resources here to be crucial tools for my own success.

Recommended Tools

The best tools are the ones you consistently use. These tools can be as simple as a spreadsheet, or as complicated as an app with multiple integrations. DIYFPers who are just starting out may have a difficult time getting organized and settled into a routine for many reasons, but finding the right tool or app should not be one of them.

COMING SOON: Wealth Habits Downloads

Soon, you'll be able to find resources created by Wealth Habits with your needs in mind.


Favorite Books

The following are some investing books that open up new ways of thinking about the world. These investing books break down difficult concepts in ways that a non-expert can understand.

Have something to say?

Please contact us if you have any suggestions or if you just want to say hi. Let us know also if you have an awesome story to tell or if you have a product you would like listed on my website. I value what you have to say — it is important for me to hear from you.

Financial App Reviews

At Wealth Habits we evaluate the best new products in Personal Finance and Investments. This part of the website is where we share and geek out about the latest financial mobile apps and websites.
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