Find some of our favorite national and local resources for building your financial stability below:
Certified Financial Planner® Professionals
www.advisersgiveback.org - speak to a volunteer pro bono CFP® and talk to them for free to get financial advice.
www.letsmakeaplan.org - find a CFP® professional to establish an ongoing relationship with.
www.plannersearch.org - the Financial Planning Association’s search tool to find a CFP® professional.
www.napfa.org - find a fee-only CFP® professional.
www.garrettplanningnetwork.com - find a fee-only CFP® professional who offer hourly financial planning advice.
www.xyplanningnetwork.com - find a fee-only CFP® professional who specializes in serving generations X&Y.
taxes
www.earnitkeepitsaveit.org - File your own taxes for free or get free tax help through an IRS volunteer.
www.tax-aid.org - More tax preparation help.
www.irs.gov/advocate/local-taxpayer-advocate#California - Need help talking to the IRS? The Taxpayer Advocate Service can assist if a problem with the IRS is causing financial difficulties for you, your family, or your business.
Budgeting
www.ynab.com - You Need a Budget is an app for your phone or computer that helps you to develop a budget and learn good money habits.
www.tillerhq.com - Tiller Money helps you organize your cash flow, understand where your money goes, and set & achieve goals.
www.mint.com - Mint can help you track your spending and establish budgets with email reminders.
Savings apps
www.digit.co - Automatic savings in an FDIC insured account.
www.depositaccounts.com - find out which banks have the best savings rates available now.
credit
www.missionassetfund.org - an innovative credit building product from a local non-profit.
www.annualcreditreport.com - the only way to access your official credit reports for free.
www.identitytheft.gov - a comprehensive guide to dealing with identity theft.
www.nfcc.org - the National Foundation for Credit Counseling can help you consolidate loans, and make a plan to pay them off.
Local housing resources
www.sfmohcd.org - Learn more about San Francisco's affordable housing opportunities.
SENIOR RESOURCES
www.benefitscheckup.org - a comprehensive benefits search tool from the National Council on Aging.
www.ssa.gov/benefits/retirement/estimator - estimate your Social Security income in retirement.
Consumer issues
www.consumerfinance.gov - the website for the Consumer Financial Protection Bureau.
www.lifehappens.org - evaluate your insurance coverage.
student loans
www.studentaid.gov - need help understanding federal student loans, loan forgiveness options, or repayment plans?
Just for fun
www.ucpi.sco.ca.gov - check out California's official "unclaimed property" database to see if you misplaced some money at any point.