My Favorite Resources

Here are some of my favorite resources on the topics of negotiating, budgeting, investing, and retirement. You can also use the assessment tool below to help you get started. Enjoy!



Budgeting apps:

  • Mint – Good overall budgeting tool
  • PocketGuard – Simple budget snapshot
  • YNAB –  Good budgeting lessons; annual fee
  • Personal Capital – Wealth and spending tracker
  • Honeydue – Budgeting with a partner


Educational resources:

Mutual fund research:

Investment advice:

  • Robo-advisors: Betterment, Ellevest, others
  • Online personal advice (with minimum account size): Vanguard, Personal Capital, Schwab, others
  • Personalized advice:  Certified Financial Planner
  • Directories: