Financial Tools & Spiritual Resources
These tools and resources can help you take inventory of what God has entrusted to you and manage them with wisdom and transparency.
Some of these resources may contain affiliate links to external sites.
Your financial tools are the structure.
Your spiritual disciplines are the foundation.
But your surrender is the key that unlocks true freedom.
Budgeting & Cash Flow
Robust & comprehensive cashflow/financial planning software
Rocket Money
Great for proactive goal setting and cash-flow management
Customize your own “Spending Plan” that includes giving, saving, and investing categories
Spreadsheet Budget
Credit Coaching Tools (Simplify Wealth Partners)
Debt & Credit Management
Credit monitoring & identity theft protection
Compare debt payment methods and track progress visually
Personalized plans to repair and build credit while aligning behavior with values
High-Yield Savings Accounts (Marcus, Ally, or SoFi)
Store your emergency fund with accountability
Helps you determine how much you need in savings to feel secure without relying on fear
Short-Term Savings
Emergency Fund Calculator (3-6 months)
eMoney (Simplify Wealth Partners)
Financial planning portal with wholistic view of your finances and goals
Use for long-term, tax-efficient stewardship planning
Individual Retirement Accounts (IRAs)
Savings for “Future You”
Investing & Retirement
Roth IRA Conversion Calculator
Charitable Gift Analyzer
Giving & Legacy Planning
Manage your charitable contributions, invest them for growth, and deploy gifts to your favorite charities.
Compare debt payment methods and track progress visually
Outline wills, trusts, beneficiaries, and personal testimonies of faith for your heirs
