🧰 Tools I Use to Automate My Finances
For Hands-Off, Tax-Efficient Wealth Building
Take the guesswork out of managing your money. Here are the tools I’ve personally used—or am currently testing—to simplify investing, tracking, and planning.
Disclosure: Some of the links below are affiliate links, which means I may earn a commission if you click through and make a purchase—at no extra cost to you. I only recommend tools I’ve personally used or carefully vetted.
📊 Dashboards
Empower (formerly Personal Capital)
Track your entire net worth in one place. Empower connects all your accounts—banking, investments, retirement—and gives you tools to plan your future. I’ve used it for years to monitor my portfolio and retirement goals.
💸 Brokerages & Investing Platforms
Fidelity
My top pick for Backdoor Roths, Mega Backdoor Roths and automation-friendly investing. Rock-solid platform, no fees, and flexible automations.
E*TRADE
Best for self-directed investing. Buy and sell stocks, ETFs, mutual funds, bonds, and options with low or no trading fees. Ideal for investors who want control without advisor hand-holding.