Helpful Resources

Helpful Resources & Tools

Beyond our core planning work, I’ve identified several external resources that provide specialized value. I recommend these as reputable options to help you manage costs, access professional documentation, and further your own financial education.

Clever Rx

Use my CleverRx savings link (or code) to save money on your prescription drugs.

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Health Labs

If you have no insurance to cover lab costs, you can order lab work from Health Labs—no doctor or insurance needed.

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Trust and Will

Create your own professional trust and will without the need to consult an attorney.

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Educational References

Here are some recommended books that can serve as helpful references.

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CountAbout

CountAbout is a secure, user-friendly expense tracker that simplifies daily budgeting by automatically syncing and categorizing your transaction history.

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Let's Find the Right Fit

I invite you to reach out and discuss how these services can complement your retirement, insurance, or special needs planning. No one-size-fits-all advice is given—only a personalized discussion to determine which resources best fit your unique situation.