TrustWell Resource Guide

By Tanner Doudna

As a team, we have put together a “roadmap” for anyone and everyone to use along their financial journey. This guide is more catered to people who are far away from retirement, but hopefully you can find a useful piece of information in the below PDF (which can be folded into a tri-fold pamphlet). Underneath the PDF link you’ll find some helpful resources for different areas of personal finance!

TrustWell Resource Guide PDF

Budgeting Tools

1. Mint.com
2. FaithFi
3. YNAB

High-Yield Savings Accounts

1. Synchrony Bank
2. Marcus Bank

Credit 

• Overall Help: Christian Credit Counselors 
• Tracking your credit score: Credit Karma
• Credit Card for cash back: Citi Double Cash
• Credit Card for travel: Chase Sapphire Preferred

Investment Accounts

1. Charles Schwab
2. Fidelity Investments

Insurance Quotes

1. LLIS
2. Policy Genius 

Simple Estate Docs

1. LegalZoom
2. Mama Bear Legal Forms