Consult with a certified financial planner (CFP) from CFP Board or NAPFA Start value: 0, Target value: 1, Notification frequency: Every 6 months
Attend 6 financial planning webinars or workshops on Eventbrite Start value: 0, Target value: 6, Notification frequency: Every 2 weeks
Join 3 discussions in Bogleheads or Reddit’s r/personalfinance forums Start value: 0, Target value: 3, Notification frequency: Every 2 months
Read 12 articles from Morningstar or The Motley Fool newsletters Start value: 0, Target value: 12, Notification frequency: End of Month
Consult with a tax advisor from H&R Block or TurboTax for personalized tax strategies Start value: 0, Target value: 1, Notification frequency: Every 6 months
Use PocketSmith or Stash weekly for budgeting and advice Start value: 0, Target value: 10, Notification frequency: Weekly
Read 2 books on personal finance by Suze Orman or Dave Ramsey Start value: 0, Target value: 2, Notification frequency: Quarterly
Set up 2 financial plans using eMoney Advisor or MoneyGuidePro Start value: 0, Target value: 2, Notification frequency: Quarterly
Show More
Initiatives
Schedule a consultation with a certified financial planner (CFP) Book a session with a certified financial planner to get personalized financial advice using directories from CFP Board or NAPFA.
Use a robo-advisor for investment guidance Utilize robo-advisors like Betterment or Wealthfront for automated investment advice based on your financial goals.
Subscribe to financial newsletters Subscribe to newsletters from sources like Morningstar, The Motley Fool, or Kiplinger for regular financial advice and tips.
Read books by renowned financial advisors Read books on personal finance and investment strategies by authors like Suze Orman, Dave Ramsey, or Tony Robbins, available on Goodreads.
Consult with a tax advisor during tax season Schedule a meeting with a tax advisor for tailored advice on tax strategies and deductions, using services from H&R Block or TurboTax.
Use financial advice apps Download and use financial advice apps like PocketSmith or Stash for budgeting and investment recommendations.
Participate in a financial wellness program Join employer-sponsored financial wellness programs or external programs from organizations like Financial Finesse for ongoing support.
Use online financial planning software Utilize comprehensive financial planning software like eMoney Advisor or MoneyGuidePro for in-depth financial analysis and planning.
Sign up with Microsoft