Stand Out and Strengthen Client Trust with Meaningful Family Engagement

Deliver financial literacy kits that help families talk about money—and remember who helped them.

📦 Make an Impact With Your Next Client Gift →

Our Financial Literacy Kit is the centerpiece of the most memorable client events and gifting campaigns—helping advisors spark fun, meaningful conversations and deepen client trust.

Trusted by Advisors. Loved by Families.

Characters That Bring Financial Lessons to Life

Every Owning the Dash story introduces a relatable child facing a real-world money moment—like saving, sharing, or earning. These memorable characters help families connect with core financial habits in a personal and lasting way.

Dash and Nikki

🏦 Saving & Smart Choices

Lilly and May

👩‍👧 Understanding Work & Earning

Rohan and Nyra

🎯 Risk & Decision-Making

Michael and Hannah

🌳 Money Doesn’t Grow on Trees

Akash and Mila

📈 Earning Through Effort

Iver and Luke

❤️ Giving & Generosity

💡 More Ways to Engage Your Clients & Community

Spending Shuffle Card Game

🎲 The Spending Shuffle

Make money conversations fun with our new budgeting card game. Perfect for workshops or gifting.

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Bulk Book Discounts

📚 Bulk Book Discounts

Save 20% on orders of 25+ books—ideal for schools, campaigns, or community outreach.

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Donate a Kit

🎁 Donate a Kit

Sponsor a financial literacy kit for a child or classroom in need. A gift that keeps giving.

Donate today

🌍 Trusted by advisors, educators, and families nationwide to inspire financial confidence from a young age.

Host Memorable Family Finance Events

Build trust in your community with ready-to-use tools for meaningful family engagement.

🎤 Present with confidence: Use our downloadable slides

🎁 Engage families: Gift financial literacy kits

🏫 Connect locally: Reach schools, churches, and libraries

📈 Boost your brand: Be seen as a values-driven advisor

Ready to Differentiate Yourself and Engage the Next Generation?

🏆 Strengthen client relationships with community-driven financial literacy programs!

📦 Let's Develop Your Custom Advisor Event 💬 Ask About Bulk Discounts