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.
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.
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.