Stand Out as a Trusted Advisor by Empowering the Next Generation

Engage clients through community impact. Gift branded literacy kits, host school visits, or build trust with families by sharing meaningful tools

Host Financial Literacy Events with Ease

“We’ll provide presentation materials, activity kits, and ready-made talking points to help you deliver high-value events at local schools, libraries, or client appreciation nights.”

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Make a Meaningful Impact in Your Community

Use award-winning stories, games, and tools to position yourself as more than a financial planner — become a trusted family educator

Our most popular educational tool — the Financial Literacy Kit — is perfect for gifting to clients or using in seminars and school visits.

Owning the Dash Financial Literacy Kit (SAVE BIG - PREORDER)

The Spending Shuffle card game. Shows the blue and yellow box and one game card. It's on a mustard yellow background

$150.81 $99.61 Save 34%

Shipping calculated at checkout.

Available July 1, 2025 – Preorder Now!

Give a child the gift of lifelong financial confidence with this all-in-one Financial Literacy Kit! Designed for ages 4-8, this engaging, educator-approved kit uses colorful stories, interactive games, and classroom-ready tools to teach essential money skills in a way kids love and remember.

📦 Your Financial Literacy Kit Includes:

A colorful, durable storage box to keep everything organized
6 award-winning picture books, written in fun rhymes, that teach key financial lessons:
- Dash and Nikki and the Jellybean Game — Delayed Gratification
- Lilly and May Learn Why Mom and Dad Work — Budgeting Basics
- Rohan and Nyra and Big Sister’s Bet — Risk vs. Reward
- Michael and Hannah and the Magic Money Tree — Supply & Demand
- Akash and Mil and the Big Jump — Overcoming Fear of Judgment
- Ivan and Luke and the Friends-for-Others — Scarcity & Preparation

🧠Interactive Learning Tools:

The Spending Shuffle Card Game – NEW! A fun and engaging way to help children understand the basics of a budget and how families spend their money
PDF Lesson Plans – One for each book, perfect for teachers and parents
Discussion Questions & Printable Games – Spark meaningful money talks
Video Guides – Tips for teaching, bonus discussion prompts, and activity ideas
Spending Categories PDF – Helps kids better understand real-world expenses connected to the categories in The Spending Shuffle card game.

Perfect for classrooms, homeschoolers, or families looking to start smart money habits early.

📅 Ships July 1 – Preorder now to reserve your kit!

Share the game sure to bring smiles to your clients children's faces!

Coming Soon

The Spending Shuffle Card Game

This fun memory-style card game lists different expense categories found on a family budget. See if your student can find a match, and once they do, ask them to name three to five examples that fall into that category.