DIY Resources
If you must, DIY is better than not doing it at all.
Even as a seasoned professional, I personally choose the benefits of a long term relationship and experienced decision making that come with hiring full service professionals for my family's wealth management. When your financial situation becomes complicated there is no substitution for a long term relationship with an experienced, ethical full service team of professionals. -Laurel
For young professionals who initially aren't able to hire full service providers but recognize the importance of starting down the right financial path, Alberty Financial has filtered the many options of online services into a condensed list of financial planning calculators and implementation resources. The following DIY resources are user friendly and reputable.
We welcome your input and suggestions about what has worked for you in order to bring the best list possible to our readers. Please feel free to comment by email on our contact page.
Calculators & Account Finder
Investments
The following online investment services offer many tools to make informed decisions, however you must be tech savvy to navigate their sites.
Credit Report & Legal Documents
This central site allows you to request a free credit file disclosure, commonly called a credit report, once every 12 months from each of the nationwide consumer credit reporting companies: Equifax, Experian and TransUnion.
Only VERY basic legal documents should be attempted on a DIY basis. Legal advice is always recommended when financially accessible.
Lenders
These online lending sites are an excellent source for auto and personal loans as well as credit card deals. Full service advice is recommended when applying for a home loan.
Insurance & Taxes
Elder Care
This site offers fantastic information about elder care and the complicated financial issues that result in this stage of life. Even if you are using full service providers, this site is worth a look.
Alberty Financial is not affiliated nor do we have any type of fee sharing relationship with any of the following resources. We are simply trying to bring confidence and resources to those who cannot yet afford the benefits of full service advice. We hope that your experience is a positive one and we would like to hear back from you. Please send us an email through our contact page that we may post to our site with feedback about your DIY experience.
Alberty Financial highly recommends seeking full service financial planning, investment, lending, insurance, legal, tax and elder care advice for all situations that are not basic.