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 Reitz, MBA, AFC®, CFEI®
Financial Organizing Solutions
Suzanne Reitz is the founder of Financial Organizing Solutions, where she helps working single moms strengthen their financial stability. As an Accredited Financial Counselor®, she provides coaching, tools, and strategies that empower clients to organize their money, build confidence, and create lasting financial foundations.
Michael W. Smith Jr., M.S., B.S.
Legacy Financial App LLC
Michael W. Smith Jr., a Disabled Veteran and retired U.S. Navy Commander, is the creator of the Legacy Financial App, a patent-pending fintech tool designed to help families break free from debt. His mission is to make debt elimination simple, automated, and empowering—so everyday people can save money, achieve financial freedom, and build lasting wealth.
Keiara Beverly Fort, Esq.
Tamar Legal Consulting LLC
Keiara Beverly Fort is an estate planning attorney dedicated to helping individuals and families protect their assets and preserve their legacies. She provides compassionate counsel and practical strategies to bring peace of mind for generations to come.
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.