Tools

Feel free to use these resources as part of your personal finance strategy.

Disclosure: You may receive a discount or other benefits from these referral links. Reimagine.works may receive a small fee at no cost to you. We only recommend products and services that we know, use, and can share with confidence.

Use this link to get YNAB free for 30 days to start. We'll provide clients a two-month extension link, for a total of 90 free days.

Undebt.it offers both free and paid versions. Easily compare payoff options, debt countdown calendars, plus more. Paid version integrates with YNAB.

Smart Women Love Money by Alice Finn is one of my favorite books for learning about investing and how money can help you to take care of yourself, the people you love, and accomplish the things that matter most in your life. Addresses debt, saving, investing, rebalancing, and preparing for retirement, as well as robo-investing options and impact investing. Based on five principles, this book is easy to read but is chock full of information. 

The Mindful Money Mentality by Holly Thomas, now Holly Donaldson, looks at how money and behavior go together. This book can help you answer questions like: How much is enough? How does money fit with my spending, sharing and investing choices? What should I look for when choosing investment professional to advise or support me? When I think about retirement, what does that even mean? This is another solid choice to help you explore what matters to you and your money. Includes worksheets and other self-assessment tools.

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