Budgeting. (I know, I know…) [all resources]

You can get my Budgeting Toolkit free online here.

This post lists popular budgeting apps.


Small Business Work, Jobs & Freelancing [all resources]

Credit [all resources]

See this post on credit cards and your credit report, or this post on managing old debt on your credit report. You can do this!

Debt & Loans [all resources]

The Debt Resistors Manual, out of the Occupy Wall Street folks, has great resources on managing old debts and frameworks for thought. While I do advocate paying student loans, under the mantle of Less Stress Is Better For You, I get their points.

These online calculators are really helpful:


Investing [all resources]



Financial Advisors

Look, once you get to a certain level (like over $50k in the bank), then you can start thinking about paying a financial advisor a small percentage to handle this stuff. If you’re there, check out:


Leon Wu, Financial Representative

“My purpose is educate and guide individuals and organizations to make smart financial decisions based on their self-defined goals and needs, especially for women, LGBTQ individuals and small businesses.”

Northwestern Mutual, Los Angeles
Email: leon[dot]wu[at]

SRI Advisor Groups

Looking for other support? Check out…

I sometimes get the opportunity to promote other people whose work supports self-determination and empowerment, here’s a few folks I adore:

Personal Coaching: Bridget Sweetin is a force of organization, marketing, and positivity. And a certified coach, check her out.

Employment Coaching:  Trying to pivot careers? Sloan is a life coach with specialties in resume preparation, interview practice, and workplace cultures. “I help individuals get out of their own way and support organizations with taking on their most difficult challenges. I am committed to the development of people and workplace teams in service of larger social transformation.” LOVE. Contact Sloan here.




Books for Self-Study

  • It’s Not About the Money, Brent Kessler is a book that’s thoughtful, helpful, and is about understanding your archtype as you relate to money, power, and agency — plus has some solid advice.
  • Your Money or Your Lifecheck out the workbook by the Financial Integrity nonprofit.


The National Endowment for Financial Education has dozens of handouts and worksheets to help you organize your finances. While they do, like many, focus on salaried employees, there’s lots of sound advice.

Cost Management Tools

Nerd Wallet has price comparisons on all kinds of things, from savings accounts to root canals.