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Financial Planning

Updated: Sep 26, 2023

Financial planning is a powerful tool that empowers women to take control of their financial destinies. Whether you're just starting your career, preparing to resume student loan payments, or navigating life's transitions, understanding the fundamentals of financial planning can set you on a path towards financial security and independence. See my favorite resources for women to secure the bag:

1. Clever Girl Finance

Voted one of the top personal finance websites for women, Clever Girl Finance®, started by Bola Sokunbi, is a financial education platform aimed at providing women with financial guidance through easy to digest courses.

2. Savvy Ladies

Savvy Ladies’ free financial education programs and Helpline help women build the knowledge and confidence they need to thrive and develop a financially stable future. Financial knowledge is power and helps make families stronger, communities better, and ultimately change society.

3. Operation HOPE

Operation HOPE provides FREE programs for credit, homeownership, small business development & so much more.

4. We Should All be Millionaires by Rachell Rodgers

We Should All Be Millionaires will forever change the way you think about money and your ability to earn it.In this book, Rachel Rodgers - a Black woman, mother of four, attorney, business owner, and self-made millionaire - shares the lessons she’s learned both in her own journey to wealth and in coaching hundreds of women through their own journeys to seven figures.

5. A Woman’s Worth by Reshell Smith, MBA, CFP ®️

Making smart money decisions should be a habit for everyone who cares about their financial future. In order to form good habits around money, you have to know the money basics. This book addresses the 7 key essentials everyone needs to know to become financially independent.

6. Fearless Finances by Cassandra Cummings

Cassandra Cummings, leading financial expert, and founder of The Stocks & Stilettos Society, shows women how to crush their financial goals, overcome their fears, and grow their wealth through the power of investing.

Teaching children about money can break the cycle of financial illiteracy in families. They can pass on their knowledge to future generations, promoting financial well-being for years to come.

Here are some of my favorite investment apps for youth:


Stockpile is an award winning app for parents and kids to learn to invest together. Their mission is to make it simple and affordable for investors of any age, including children, to learn about stock and get started investing.


Bloom is an investing app that teaches the next generation how to build wealth. They aim to help teens understand the stock market and investing. There are more than 60 modules designed like Instagram stories to teach your teen about cryptocurrencies, risk tolerance, budgeting, and more.

I hope you found this list helpful. Please feel free to share with your family and friends. All the very best on your financial journey ahead!


Click here to listen to the Unapologetically ME! Motherhood Unmasked: Day 3 - Entrepreneurship & Finances episode featuring Romy A. Pickron CFP®️


Romy A. Pickron CFP®️, Founder of Asset Achievers, Co-Founder of ReducifyTM️

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