Money Map Resource Hub
Build your financial team and knowledge base with verified experts, trusted directories, and helpful resources for your wealth-building journey.
Featured Professionals
Trusted financial professionals who share our values and commitment to ethical guidance
Suzanne (Ingle) Reitz, MBA, AFC®
Centsei
As an Accredited Financial Counselor® (AFC®), a Certified Financial Literacy Education Instructor, and a Financial Organization Specialist, Suzanne brings real-life experience and a deep passion for helping others. After raising her children—many of those years as a single mom—she now helps families take control of their money, get organized, and build a stable financial future.
Example coming soon...
Professional Title
We're working on adding more featured professionals to help you build your financial team. Check back soon for updates!
Example coming soon...
Professional Title
We're working on adding more featured professionals to help you build your financial team. Check back soon for updates!
Trusted Professional Directories
Helping you build your financial team with verified experts
Financial Advisors & Planners
Certified Financial Planner (CFP®)
CFP Board - Find a CFP®
Verify CFP® credentials and find advisors by location
Investment Advisor / Broker
FINRA BrokerCheck
Verify broker-dealer registrations and disciplinary history
Registered Investment Adviser (RIA)
SEC Investment Adviser Public Disclosure
Info on registered investment advisors
Chartered Financial Consultant (ChFC)
The American College - Find a ChFC®
Locate ChFC credential holders
Financial Counselor / Coach
Tax Professionals
Enrolled Agent (EA)
National Association of Enrolled Agents (NAEA)
Find federally licensed tax experts
Estate & Legal Professionals
Estate Planning Attorney
American Bar Association Lawyer Directory
Find licensed attorneys by specialty
Insurance Professionals
Licensed Insurance Agents / Brokers
NAIC Consumer Information Source (CIS)
Verify insurance licenses by state and type
Independent Insurance Agents
IIABA – Independent Agents
Locate independent insurance agents
Credit Counseling & Repair
Certified Credit Counselor
National Foundation for Credit Counseling (NFCC)
Accredited credit counselors
Real Estate Professionals
State Real Estate Licensing Boards
State-specific websites
Verify licenses and disciplinary actions
Mortgage Loan Officers
Licensed Mortgage Loan Originators
NMLS Consumer Access
Verify mortgage broker and loan officer licenses
Financial Resource List
Helpful tools, calculators, and apps for budgeting, taxes, and investing
Financial Education & Planning
Wealthy Notebook
Digital and physical planners, workbooks, and practical financial education resources.
Budgeting Tool
YNAB (You Need A Budget)
Proactive budgeting tool focused on allocating money and future planning.
Tax Preparation Software
Tax Planning Resource
Credit Monitoring
Investment Platform
Fidelity
Large investment platform for stocks, bonds, mutual funds, and retirement accounts.
Investment Tracking
Retirement Planning Tool
Bankrate Retirement Calculator
Personalized debt repayment and retirement planning tools.
Investment Education
Are You a Financial Pro?
Serve with Purpose. Connect with Clients Who Value What You Do.
Network of CPAs, EAs, financial coaches, credit experts, insurance advisors, planners, real estate professionals.