Our Top 3 Financial and Budgeting Resources


You might think a banker has all the financial answers and knowledge already, but the truth is...we don't. Just like with any industry, finance is always changing. That's why it's important to have resources we love, where we can learn new tips, tricks, hacks and best practices to share with our customers. The resources we're talking about here are all pretty focused on budgeting, saving, and personal finance. If you'd like to know what other resources we use for a different financial subject - let us know on our Facebook page!

1. The Financial Diet - What we love about this site is that they curate a lot of content from younger women about their finances - what they struggled with, what they learned, what they've achieved, what helped, and what didn't. It's REAL stories of what people were able to do with their budgets, savings, and how they dug out of debt. The tips and tricks on the site are pretty easy to follow, and you can pick and choose which articles fit your lifestyle (they cover a wide range of topics). Their 10 Commandments is a great place to start if you're a beginner budgeter -  #4 and #10 are our favorites.

2. You Need A Budget (or YNAB) - You Need a Budget is a book written by Jesse Mecham, which has now spawned an app, a software program, and a full-blown life changing philosophy for budgeting. The book and program are really geared towards creating a realistic budget to fit your life and your goals. It's adaptable month-to-month and helps you realign your money with what you want out of your life. If you are the type of person who really needs a program and structure to stick with something, this is a great option. It's easy to set up, and they do weekly live training videos. The downside? There's a monthly subscription fee.

If you don't want to pay for the program, we still highly recommend the book. It helps you shift your mindset about budgeting, the purpose of your money, and how your life goals and finances can fit together. 

3. Friends and Family - Believe it or not, sourcing financial tips and tricks from the people who you know and trust is probably the most helpful resource you have. Got a friend who has always been great at budgeting? Ask for help with yours. Know someone who just bought a house? Ask what they did to prepare and how the process goes. You'll get the scoop on things that they wish they had known during the process, and you'll glean extra real-life knowledge that's not available on the internet.