Where Should I Go to Learn More about Managing My Finances?

Many of our clients seek a mix of coaching, consulting, and other services related to financial planning that we are not able to provide.

In no particular order, here are some resources that may be helpful to clients seeking direct support as they expand their knowledge of finance and investing.

Coaching:

• YNAB Budget Coaching with Miriam Zoila Pérez
• Individual Money Coaching with Iris Brilliant
• Both/And Finance with Rebecca Blumenshine
• My Money Story
• Young & Scrappy
• Finances for Feminists
• Community Roots Financials

Therapy:

• Castillo Financial Therapy
• Healthy Wealthy Roots
• Find a Financial Therapist

Classes:

• Take Control of Your Money with River Nice
• Financial Foundations and Investment Management courses with Rebecca Blumenshine
• How Busy Women can Invest Like a Boss with Anjali Pradhan

Redistribution of Wealth:

• Outstanding Returns
• Move Money Shift Power
• Morgan Curtis

Divorce:

• Summerhill Firm