Premium Financial Planning software that the pros use, but I make it available to DIY investors. Normally this costs $179.95 a month, but I grant you access after an hourly financial planning session for just a one time fee of $150. Get your immediate financial questions answered while gaining access to this software.
You no longer have to pay an advisor expensive financial planning fees or a % of investments they manage in order to get access to financial planning software. This is more robust than other consumer financial planning software, but don't worry, there are tons of free resources on how to use the software that I can share.
If you're more focused on your monthly budget, expense tracking, financial goal setting, and staying on top of your present and past expenses, Monarch Money might be a good option for you. This is the same software/app that I use with my financial coaching clients
Normally you can get a free 7 day trial anytime, but if you click the link below it will give you a full 30 day access for free.
For a free personal finance tracking app, this one is the best I've found and have used it myself for a while. The big downside is that Empower uses this as a way of trying to sell you on using their financial advisor services, so you have to deal with the occasional sales call. If you're trying to avoid that (or want more advanced features), I would use RightCapital and/or Monarch Money listed above.
Link below should get you $20 after linking your accounts.
I hated video editing! I only use probably 10% of Descript's capabilities, but being able to edit video by deleting words instead of trying to cut pieces of an audio wave file makes the process so much simpler. If you do anything with video recording, it's a great program.
There are so many social media planners/schedulers, but this is the best and cheapest one that I have found and use it for all my social media posts. Most of the other programs I found were significantly more expensive and didn't have nearly as many connections to the different social accounts as Metricool.
Branch Manager / Senior Mortgage Planner
Certified Divorce Lending Professional®
NMLS# 181698
800 Westmere Ave Suite 300, Charlotte, NC 28208
C: 704-733-7424 P: 704-336-9440 adam@loanpronto.com adam@adamcolemanmortgage.com
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