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Recommended Resources

This page contains affiliate links. Purchasing products through my website may provide me with incentives. The resources I have recommend are my honest recommendations and are not affected by the fore-mentioned incentives.
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The Total Money Makeover

Dave Ramsey will show you a clear plan for financial success in this best selling book.
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Everyday Millionaires

NEW RELEASE!
Chris Hogan shares the results of the largest study ever done on millionaires. 10,000 millionaires were interviewed!

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EntreLeadership

Leaders, business owners, and entrepreneurs, this book is for you. Learn how to structure and manage a successful business and team.
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The Ultimate Jim Rohn Library

In my opinion, this is one of the greatest collections of personal and business wisdom available.
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EveryDollar.com

EveryDollar.com is free online budgeting software. It makes budgeting easy and is far more advanced than a Yellow Pad.

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DebtFreeCharts.com

Are you looking for a fun visual to track your journey? DebtFreeCharts.com offers many free charts. Fill them in as you payoff your debt for motivation.
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Profit First

Capital Gains

The Miracle Morning

If your feel like your business owns you instead of you owning the business, read this RIGHT NOW!
Simply put, this is a book full of business encouragement.
There comes a time where "finding time" just isn't enough. This book helps you make time.

Budgeting forms:

  • Quick Start Budget: New to budgeting? Here's a simple form to help you get started.
  • Monthly Cash Flow: This may be your main budgeting tool. It is the exact form I used to start budgeting years ago.
  • Allocated Spending Plan: Break down each paycheck.
  • Irregular Income Spending: For those of us who have irregular incomes, this helps us prioritize our spending.
  • Income Sources Recap: Multiple sources of income? Keep track of them here!
  • Recommended Percentages: This will give you recommended percentages for each of your budget categorize. Take this with a grain of sale; everyone has different needs.
  • Debt Snowball: Time to clear your debt and stop living paycheck-to-paycheck!
  • Pro Rata Debt List Form: If you can't make all your debt payments, use this list to calculate who gets what. Don't let collectors bully you.
  • Credit Card History: Organization is key when paying down debt! Keep track of your credit card payment and closing history here.
  • Lump Sum Payment Planning: Calculate, track, and save money for planned irregular expenses.
  • Monthly Retirement Planning: "Retirement is not an age, it's a financial number" - Chris Hogan
  • Monthly College Planning: If you have kids and are out of debt, it may be time to start saving for your kids college. Use this to calculate your monthly investing needs.
  • Consumer Equity Sheet: Do you know your net worth? Find out now.
  • Components of a Healthy Financial Plan: Consider this a financial checklist.
  • Insurance Coverage: Insurance is crucial to the financial security of most. Use this to keep track of all your insurance information.
  • Breakdown of Savings: Organize your savings account.
These forms can be found at https://www.daveramsey.com/askdave/posts/useful-forms

About Lance

Lance has attended and completed Ramsey Solutions Financial Coach Master Training. As a Ramsey Preferred Coach, it is his goal to help you reach your financial goals. Lance does not sell insurance, annuities, or any other financial product; he can truly give you unbiased advice and is here to serve you! Lance specializes in coaching couples, small businesses, and individuals.

Disclaimer: "Completion of Ramsey Solutions financial Coach Master Training does not create an employment or agency relationship with Ramsey Solutions or its affiliates; it does not constitute a license or credentials to engage in legal, tax, accounting, investment, or other professional services; nor does it constitute an endorsement or recommendation of the Coach by Dave Ramsey."
Lance A. La Croix
Lance@LaCroixFinancialCoaching.com
(612) 412-4236
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