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.