Business & Personal Financial Tools
The Easy Profit Roadmap - Business Financial Systems
This free download will teach you the 5-Step Easy Profit System - a way to structure your business finances to make profit (and paying yourself!!) inevitable. There’s also a page that walks you through my Easy Profit Math - a simple equation to calculate your revenue goals for the next quarter or year - and infuse them with PURPOSE! Because a goal is just a number, until you put meaning behind it.
Bench.co - Bookkeeping
If you have a bookkeeping platform already, and you love doing your own bookkeeping, that’s great! Bench is an amazing company that can help you get your bookkeeping outsourced. They are a trusted partner of Wander Wealthy, and I recommend them to most of my clients to don’t want to spend their high-value time reconciling the books. Use my link to get a free trial of Bench, get one month of bookkeeping free, and the your first paid 6 months at a 20% discount!
Free Investing Bootcamp - Email Course
Most of my clients are ready to invest, they’re just afraid that they’ll make some big mistake or feel entirely lost when it comes to getting started. I put together a super simple, easy-to-digest, 10-day investing email course. It gives you the need-to-know things to get started, and takes away the intimidation-factor that investing often carries.
M1 Finance - Investing
I’ve been using M1 Finance as an investment platform for an entire year, and it’s quickly becoming one of my favorite platforms for intermediate investors. If you’re looking to develop your own investment strategy then M1 Finance is the platform for you! For Business Owners, you can set up a SEP IRA, Roth IRA, Traditional IRA or a regular brokerage account. M1 Finance charges ZERO fees! You don’t pay anything to buy individual stocks (which I wouldn’t recommend) and if you’re investing in index funds or index-mimicking ETFs (what I do recommend) the only fee you pay is on the fund-level, and these are typically very very low!
Betterment - Investing
Not ready to put your own investment strategy in place, but still want to get invested and finally call yourself an “investor”? Betterment is a fantastic Roboadvisor platform that can help you invest, using passive index investing, to reach your goals. All you have to do is connect your bank account, tell them how much you want to save and how long until you need the money, and how much you want to contribute to your account(s) on a weekly/monthly/quarterly or whenever you want basis. This is basically the most hands-off investing you can get! For business owners, Betterment offers SEP IRA, Roth IRA, Traditional IRA and regular brokerage accounts. Click here to get started with just $1!
5-Day Money Plan - Free Email Course
Need to get your finances in order, but have no idea where to start? Start with this free 5-day money plan! Each day, you’ll receive an email and an assignment to help you go from zero to heroine when it comes to your money. Don’t let “not knowing how to get started” keep you from building a wildly successful financial future! The best time to do it is TODAY!
Personal Capital - Money tracking
When you have multiple bank accounts, investment accounts, credit cards, maybe a mortgage, car loan, and student loan, keeping track of all these moving parts can be difficult. Enter: Personal Capital. A super secure financial aggregator that pulls all your numbers into one easy-to-read place. I love using personal capital to track my Net Worth and their super-detailed investment allocation and fee analyzer is the best when you start digging into understanding the world of investing. They also have a budgeting/cash flow tracker, which I don’t use, but lots of folks love this component as well! The best part? It’s totally free to sign up and connect your accounts!
Credit Sesame - Credit monitoring
Most online credit card portals, these days, will give you your credit score for free, but they don’t help you understand your credit score on a deeper level, show you the cards you can qualify for, and help you learn how to improve your score. They also don’t monitor your credit. But Credit Sesame does all of this! Many of my clients are concerned about their credit, whether it’s the actual score or their vulnerability to identity theft. Some even purchase identity theft insurance. Instead, I suggest signing up for Credit Sesame’s free credit monitoring, have access to your credit score, for free, and find ways to improve your credit while you’re at it! I’ve been using them for years and can’t recommend them enough!
Ally Bank - Personal Banking
There are a ton of banks out there, none have held my loyalty longer than Ally Bank. Ally is an online bank, so they take all the costs they would otherwise be spending on brick & mortar buildings and bank tellers, and pass them along to the customers in the form of no monthly fees, no minimum balance requirements, increased interest rates on checking and savings accounts (also CDs and such) AND they let you open up as many checking and savings accounts as you want, at no extra cost. For the way I like to manage my personal finances, Ally Bank seriously has my back!
Online Coaching Business Resources
Over the past year I’ve been getting a coaching certification in Neuro-Linguistic Programming (NLP), Hypnotherapy, Emotional Freedom Technique (EFT), T.I.M.E. and Life & Success Coaching. It’s an extensive certification, but I find it SO worth the time and investment to improve my private coaching sessions. If you’re interested in getting certified, YesSupply is the way to go!
Oh, and there’s a TON of additional courses and content available to you once you sign up for the certification! Makes the investment well worth it!
If you’re interested in getting the certification online, please email me as I may have a special discount for you. Tess@WanderWealthy.com.
Kajabi - Course platform
Build out your entire business on one platform. Most businesses have a website (with many plugin subscriptions), an email marketing software subscription, a landing page software subscription, AND a course platform. Kajabi provides an all-in-one platform so you can build out your online business in one place, managing one price. It may be an investment, but it’s an investment WORTH making. Use my link to join their 28-Day Challenge to get access to the platform, for free during the challenge, and start kicking your business building into high gear!
Not sure if the YesSupply Certification is for you? I signed up for this 5-Day Challenge and learned so much, it made signing up a no-brainer. Regardless if you plan to get certified or just want to bring some extra special somethings to your coaching, this jam-packed 5-Day Challenge will be a game-changer for you!
Podcasting & Blogging Tools
First and foremost, check out this Wander Wealthy Blog Post to learn all the steps to start a podcast, and do it for a pretty reasonable price!
Work With Me
Private One-on-One Financial Coaching for Business Owners and Traditionally Employed Women
*Coaching is on an application basis. Please fill out an application and schedule a free 30-minute discovery session. I’ll be in touch and look forward to getting to know you! :)