Wealth Management Resources

Freebies

Kids - Chore Chart
Savings Challenge
Fun Savings Chart

Books

Millionnaire Next Door
The Simple Path to Wealth
Real Estate
FIRE for Dummies

Budgeting & Cash Management

Wills, Estate Planning, Other Legal

Credit and Debt Management

Calculators

Taxes

Future Value Calculator
Mortgage Refi Calculator
Education Savings Calculator

EveryDollar
Monarch Money
YNAB (You Need A Budget)

Trustandwill.com (Wills and trusts creation)
Prenups.com (Pre and Post nuptials)
Tailorbrands.com (LLC Creation)

SoFi
Nerd Wallet
LLC Creation

At Essential Wealth Solutions, we believe in making financial management simple, stress-free, and actionable. Below are tools and resources I recommend to help you organize and jumpstart your financial life. Please note that these are external links, and we are not responsible for their content.

TurboTax – User-friendly online tax filing
H&R Block Online – Alternative tax filing service
NewRetirement Planner – Retirement planning software