We pride ourselves on providing unbiased advice, guidance, and direction. Unbiased does not mean undirected, however. It is in that spirit that we have put together a list of suggested third-party products and tools; a recommended reading list; and references to trusted professionals. Individually and combined these represent valuable resources and they are all designed to help you in your journey of managing the intersection of money and life!
Online Money Management:
Quicken.com – Quicken Deluxe is my favorite.
Online Small Business Management:
Business Plan & Marketing Plan Pro
Infusionsoft – Sterling is an affiliate.
Debt Management and Counseling:
Cambridge Credit Counseling Corporation
Reading List:
The Motley Fool of Personal Finance Workbook: A Foolproof Guide to Organizing Your Cash and Building Wealth by David and Tom Gardner
The Richest Man in Babylon by George S. Clason
Good to Great by Jim Collins
Conquer the Chaos by Clate Mask and Scott Martineau
The 7 Habits of Highly Effective People by Stephen R. Covey
Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence: Revised and Updated for the 21st Century by Joe Dominguez, Vicki Robin and Monique Tilford
The Secret Code of the Superior Investor: How to Be a Long-Term Winner in a Short-Term World by James Glassman
The Intelligent Investor: The Definitive Book on Value Investing. A Book of Practical Counsel by Benjamin Graham, Jason Zweig, and Warren E. Buffett
Think and Grow Rich by Napoleon Hill
Freakonomics: A Rogue Economist Explores the Hidden Side of Everything by Steven D. Levitt and Stephen J. Dubner
One Up on Wall Street: How to Use What You Already Know to Make Money in the Market by Peter Lynch
Creating Money: Attracting Abundance by Sanaya Roman and Duane Packer
Is the American Dream Killing You? How “The Market” Rules our Lives by Paul Stiles




