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  • Writer's pictureKatrina Julia

10 Wealth Tools for Your Financial Matters

I love to help you create and scale a life and business you love with freedom. As I transformed my own wealth, I created the 6 Pack of Wealth.

The first step in my own transformation involved getting a hold on spending habits. I began to recognize how I found worth in the money I made, the positions I held, the things I had, or the bank balance I could see. For years, I allowed my identity to be wrapped up the external things vs. eternal things. Anyone else?

If you have visited my blog or show regularly, you know I have transformed every part of my 6 Pack of Wealth and continue to. I am not yet out of the forest on my way to financial freedom. I have made lots of progress. I believe our purpose comes out of our pain if we allow it to. For years, I helped others create a business they love, while I allowed myself to get detached from who I am.

Over the last 5+ years, not only did this lead to the tips and tools to create a life and business I love, but to helping others like you #CREATEIT.

So what are the 10 Wealth Tools for Your Financial Matters?

Let's #createit

#1 Mint

Mint Experience a fresh way to manage money. In 2011, I started using Mint to track my spending. It helped me reduce unnecessary spending over 150%. What you focus on, gets managed.

#2 QuickBooks

QuickBooks: Run your whole business from inventory and invoices to projects and people. You may or may not know I am a Certified Public Accountant (CPA) as well. For years, I have used tools like QuickBooks, SAP, Oracle, and IntAcct helping others make and manage money.

I have found for Small Business Owners, QuickBooks is not only a great starting point, but helps your business automate and scale as well!

#3 LivePlan

LivePlan: Plan, fund and grow your business. Easily write a business plan, secure funding, and get insights to help you reach your goals.

I started using LivePlan to help entrepreneurs, businesses, and start-ups set up, grow, and get investors with their businesses.

The program has evolved extensively from disk to cloud based, along with an extensive template library, benchmarks and pitch presentations to help your business.

#4 TD Ameritrade

TD Ameritrade: Set up automatic deposits, learn about stocks, invest in companies. I started using TD Ameritrade min 2004 when I worked at the credit union. I love their easy to use platform, and educational tools to help your investment knowledge grow.

#5 Acorns

Acorns: Invest, grow, earn, spend, later automatically week by week and round-ups to whole dollars from your spending.

I have used this for years helping me build saving habits too! I am in nowhere near perfect and always a work in progress.

#6 Financial Peace University

Financial Peace University: Step by Step with Dave Ramsey and his team on Finance Peace to put money back in your pocket.

I first took FPU in 2011. It dramatically impacted many things for me both in the spiritual and the natural. Since I am and we are always evolving, I chose to take it again in 2015. In 2019, I chose to teach it twice as a volunteer. Needless to say, I am a fan. There are many things that align.

Many things that scripture has revealed to me in creating wealth as well. I am not free and/or financially free yet. I am focused on being free in all forms. Galatians 5:1.

How about you?

#7 TurboTax Software

TurboTax: Americas #1 Tax Software. I have used TurboTax since 2005 or even earlier. 2021 taxes done yet? Mine are with TurboTax.

#8 Tax ID

Tax ID: Free with IRS Directly. Looking to set up your business legit? File for your TaxID directly with the IRS. You don't need a CPA (coming from a CPA!).

#9 Make and Manage Money Like a Boss

Make and Manage Money Like a Boss: Blog & Show Series. This series is born from years of transformation, experience, and education gained through pain, purpose, and results.

Yes I am sharing resources I have created! So should you friend!

Money Maker Course: 5 Steps with Overview, Mindset, 6 Pack of Wealth, Creation, and Tips & Tools!

#10 Online Summit

CREATEIT Summit: Hands-on online runs every quarter /semi-annually / annually hands-on with Wellness, Faith, Marketing, Business and Travel with Creators, Brands, and Communities including FREE Option, Summit & Challenge, Summit & Mastermind & VIP Option.

Financial Matters

What wealth tools have you used for your financial matters? Which ones will you use to create next? I have learned the more we create, transform, and inspire, the more things flow easily.

If you are loving this, you will love to create with our community 75+ Tools & Resources to Create a Life and Business You Love!



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