Continue Rewriting Your Money Story 

Check out our Keeping Finance Personal resource guide packed full of additional tips and tools to continue what you learned in the book. Find recommended books, podcasts, content creators, and other material to help support you no matter where you’re at in your money journey.

Welcome to the Keeping Finance Personal digital resource guide! 

This resource guide is designed to accompany the book, and will provide you with updated resources to help continue your financial journey. They are organized below by chapter, and will correspond with the resource section found at the end of Keeping Finance Personal.

Beyond the chapter-specific resources, I have compiled an overarching list of recommended books, podcasts, social media creators, and other material to check out. Here is where you will also be able to support and connect with all the wonderful folks who you heard from in this book. 

Chapter 1

To avoid working with a financial advisor who’s putting their profits over what’s best for you, you want to make sure they are a fiduciary. This is just a fancy word that means they are legally required to act and make decisions that are in your best interest and are not allowed to profit from your investments. When going into a meeting with a financial advisor, I suggest coming in with a list of the topics you want to cover. Here are some examples to start with: 

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Working with a Financial Advisor

  • How to manage your money better (creating a budget, organizing your finances)
  • Setting up your financial foundation (e.g., what your safety fund should look like, how much you should be saving, what systems to put in place)
  • Creating a debt repayment plan
  • How to build your credit score 
  • Navigating any upcoming big life changes (e.g., starting a family, big promotion)
  • How to achieve your short- and long-term financial goals
  • Retirement planning

Get the Queerd Co. Financial Favs resource for a curated list of online resources and safe spaces for a variety of demographics.

Finding Safe Spaces

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Financial Audit and Spending Tracker Template

Chapter 2

Here are some websites that you can use to compare HYSAs:

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Choosing an HYSA

My current HYSA favs:

Don’t spend too much time stressing over this! Pick one that’s at a financial institution you like and trust and make sure it’s FDIC, CDIC, or NCUA insured using the links below.
Chapter 3 continued

Chapter 3

EQ Bank 🇨🇦

Ally Bank 🇺🇸

Check out my other recommended financial tools HERE.

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Choosing an Allowance Card

Chapter 4

  • Say today’s date out loud (if your trauma is linked to a specific event that you’re now safe from)
  • Meditation: check out the Calm or Headspace app!
  • Moving your body (running, walking, yoga, stretching, weight lifting)
  • Any type of breathing or breathwork
  • Somatic shaking or stomping
  • Using a weighted blanket or heating pad
  • Smelling essential oils 

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Accessing Your Window of Tolerance

You can find an updated list of organizations to consider donating to in the Queerd Co. Financial Favs resource guide.

Using Money as Medicine

Chapter 5

A fillable PDF and GoogleSheets version of the Dopa-Menu template is coming soon!

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Dopa-Menu Template

Chapter 6

Nedra Glover Tawwab, Set Boundaries, Find Peace: A Guide to Reclaiming Yourself (New York: Penguin, 2021).

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Boundary-Setting Resource

Chapter 7

Get it here!

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Mortgage Calculators 

Recommendations for Will Services

Investing Educational Resources

Check out some of my other favorite money tools by clicking HERE.

Chapter 8

One thing you want to be aware of when it comes to picking a socially responsible institution is the certifications they hold. These certifications are proof that they are serious about minimizing any harmful impact. Here are some certifications to keep a lookout for:

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Choosing a Socially Responsible Financial Institution

  • Certified B Corporation*
  • Global Alliance for Banking on Values*
  • Fossil Free Certified
  • 1% for the Planet
  • Green America Certified
  • Community Development Financial Institution
  • Community Development Credit Union
  • Minority Depository Institution
  • Women-Owned Bank
*These certifications have some of the highest standards and represent a strong commitment to upholding socially responsible values.

Chapter 9

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Domestic Labor Resources

Financial Abuse Resources 

Call: 1-800-799-7233
Text: “START” to 88788
Website: https://www.thehotline.org/ 

Domestic violence hotline 🇺🇸:

Where to go for help by province 🇨🇦:

The Allstate Foundation offers an educational course called the “Moving Ahead Curriculum” to help domestic violence survivors rebuild their finances and create security. Access it here: https://allstatefoundation.org/what-we-do /end-domestic-violence/resources/
The Allstate Foundation offers an educational course called the “Moving Ahead Curriculum” to help domestic violence survivors rebuild their finances and create security. Access it here: https://allstatefoundation.org/
what-we-do /end-domestic-violence/resources/

Chapter 10

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Investing Educational Resources 

Check out some of my other favorite money tools by clicking HERE.

Retirement Calculators

Chapter 11

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Yay, you did it! I’m so proud of you.

If you enjoyed Keeping Finance Personal, I’d love it if you could leave a review! 

Amazon.com

storygraph

Amazon.ca

goodreads

Chapter 12

Find my list of resources with a mental health and money lens, as well as online mental health resources in the Queerd Co. Financial Favs guide.

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Free Mental Health Resources

  • Wellness Together: call 1-866-585-0445 or text WELLNESS to 741741
  • Talk Suicide Canada: call 1-833-456-4566 for 24/7 support
  • Hope for Wellness (for First Nations, Inuit, and Métis peoples): call 855-242-3310 (toll-free) for 24/7 support

canada:

  • Suicide & Crisis Lifeline: call or text 988
  • National Alliance on Mental Illness: call 1-800-950-6264 or text “HelpLine” to 62640
  • The Trevor Project (for 2SLGBTQIA+ folks): call 1-866-488-7386 or text START to 678-678 for 24/7 support

us:

Chapter 3

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