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Personal Capital

Get a real-time view and easily track and manage your entire financial life with Personal Capital’s award-winning Dashboard.

Why I recommend Personal Capital:
The best part about Personal Capital is undoubtedly their retirement planner. With this tool, I can check my progress towards financial freedom and hold myself accountable.

Staying the course and putting in the work month after month and year after year is so crucial on the path to financial freedom. And Personal Capital makes staying on track so much simpler!


Credible is an online marketplace that provides borrowers with competitive, personalized loan offers from multiple, vetted lenders in real-time.

Why I recommend Credible:
Debt is not necessarily bad. With interest rates at all-time lows, you can actually make money work even harder for you. Over the past couple of years, I have taken out some low-interest loans to finance my real estate investments.

But finding and applying for loans and mortgages is always such as hassle. Credible has made this process simple and almost enjoyable for me (and provided some of the lowest interest rates on the market).