Strengthen Client Relationships. Inspire the Next Generation.
Differentiate Your Practice with Financial Literacy Tools for Client Families.
As Featured In
Your Practice. Their Future. One Powerful Kit.
Deepen relationships with client families through a meaningful gift that helps kids build smart money habits.
The Owning the Dash Financial Literacy Kit combines award-winning stories, hands-on activities, and engaging lessons designed to make financial literacy fun, practical, and memorable for children and their families.
✔ Perfect for client appreciation gifts, holiday gifts, or welcoming new client families
✔ Designed for families with children ages 4–10
✔ Aligned with K–5 financial literacy education standards
TOOLS FOR CLIENT MEETINGS AND EVENTS
Each Owning the Dash book includes printable discussion guides and interactive activities advisors can use during client meetings, workshops, or family financial events.
These resources make it easy for advisors to introduce financial literacy in a way that feels approachable, engaging, and memorable for children and their families.
✔ Client family workshops
✔ Financial literacy events
✔ Client appreciation programs
✔ Next-generation education
Lead Financial Literacy Events Client Families Will Remember
Host memorable financial literacy events using ready-to-use presentation slides, activities, and discussion guides designed specifically for financial advisors.
🔹 Present confidently using downloadable slides and speaking tips
🎁 Engage families with interactive activities and giveaways like books or financial literacy kits
🏫 Partner locally with schools, libraries, or community organizations
⭐ Differentiate your practice as a values-driven advisor making a lasting impact
Used by state Councils on Economic Education and financial advisors nationwide to host family financial literacy events.
More Ways to Deepen Client Engagement
Practical options for client gifting, events, and community impact—built for financial advisors.
Spending Shuffle Game
Start meaningful money conversations with this engaging, budget-based matching game—ideal for client family events, workshops, or branded giveaways.
Explore the Game →
Bulk Book Discounts
Order in volume and save up to 25%.
10–24: 10% • 25–49: 15%
50–99: 20% • 100+: 25%
Custom quotes available.
Sponsor a Financial Literacy Kit
Support a classroom, school, or nonprofit—and create a story your clients will remember.
Sponsor a Kit →Trusted by advisors, educators, and families nationwide.
✨ What Advisors & Families Are Saying
Recognized for Excellence in Children's Financial Literacy
Ready to Differentiate Your Practice and Engage the Next Generation?
Strengthen client relationships and expand your impact through strategic, community-driven financial literacy initiatives.
