Posts Tagged

financial planning

As the sole proprietor of a small business, one of the things I struggle most with is money management. It’s not that I’m bad with money; it’s that my income flow is erratic and hard to keep up with. I’ve tried using Mint, but I find that it spends too much time asking me to volunteer my banking information, and not enough time letting me live my life like I normally would. Its focus on budgets isn’t very manageable.

When I set out to try Dollarbird, it looked like it handled everything I needed for my basic needs. It makes me aware of how much I’m spending and allows me to monitor my cashflow, all without presuming it knows more than I do about my finances. Let’s take a deep dive into the app and see if it could work as well for you.

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LearnVest started out in 2010 with the mission of educating and empowering women to take control of their finances. With financial planning tools and online workshops, access to financial planning professionals (for a fee), and a free budgeting tool that rivals anything Mint.com or others have come up with, LearnVest has shown that it’s not playing around. What it’s lacked, though, is an app that puts the tools you find in your browser in your phone.

With a recent site refresh and SEC registration as a financial planner, LearnVest is adding more tools to the financial toolkit, including (finally), their own iOS app. While LearnVest still lets you know right on their mission page that their target demographic is women, everyone can use a little help, and their slick budgeting tool may be enough to make you make the switch. (more…)

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