Resources
A working library for the financially curious.
Worksheets, recommended credentials, career pathways, and outside reading — chosen for substance, not novelty.
Downloadable Guides
Templates you can print, fill in, and keep.
Monthly Budget Worksheet (PDF)
1 page
Debt Payoff Tracker (PDF)
2 pages
Net Worth Statement Template
1 page
Annual Financial Checkup Checklist
3 pages
Certification Recommendations
Credentials worth knowing about.
If you are exploring a career in personal finance, these are widely recognized credentials. Rigdom Atlas is not affiliated with the issuing bodies.
AFC — Accredited Financial Counselor
For those pursuing financial coaching and education careers.
CFP — Certified Financial Planner
The standard credential for comprehensive financial planning.
EA — Enrolled Agent
An IRS-authorized credential focused on taxation.
ChFC — Chartered Financial Consultant
A planning-focused designation with deep coursework.
Career Resources
Paths into the field of financial education.
- Financial Educator
- Nonprofit Financial Coach
- Tax Preparer
- Bookkeeper
- Small Business Advisor
- Personal Finance Writer
Suggested Reading
- · The Psychology of Money — Morgan Housel
- · The Bogleheads' Guide to Investing
- · Your Money or Your Life — Vicki Robin
- · I Will Teach You to Be Rich — Ramit Sethi
- · The Millionaire Next Door — Thomas Stanley