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 🎯 Plan a Client Literacy Event

Trusted by advisors to build lasting, multigenerational client relationships.

Presentation Slide Example

🎉 Host Impactful Family Finance Events

Build trust and visibility in your community with ready-to-go educational tools for client and family engagement. Whether you're planning a school event, appreciation campaign, or workshop, we've got you covered.

  • 🎤 Present with confidence: Use our downloadable seminar deck at events
  • 🎁 Engage families: Gift financial literacy kits to clients and communities
  • 🏫 Connect locally: Ideal for schools, libraries, churches, and client events
  • 📈 Boost your brand: Differentiate yourself as a family-first, values-driven advisor

Want help planning your next event?
Contact us to request your custom event kit, branded materials, or presentation slides.

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.

Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
The Spending Shuffle card game. Shows the blue and yellow box and one game card. It's on a mustard yellow background
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
Financial Literacy Kit for Kids (Grades K–5)
The Spending Shuffle card game. Shows the blue and yellow box and one game card. It's on a mustard yellow background
Financial Literacy Kit for Kids (Grades K–5)

Financial Literacy Kit for Kids (Grades K–5)

$134.00 $79.99 Save 40%
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Shipping calculated at checkout.

Give a child the gift of lifelong financial confidence.

Perfect for classrooms, homeschoolers, or families starting smart money habits early, the Financial Literacy Kit for Kids (Grades K–5) turns essential money lessons into fun, meaningful learning for ages 4–8.

✔ FREE U.S. shipping included | 🚚 Ships August 15 — preorder now to reserve your kit

What’s Inside:

  • 📚 6 Hardcover Picture Books, each teaching a vital financial concept:
    • 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 Mila and the Big Jump – Overcoming Fear of Judgment
    • Iver and Luke and the Friends-for-Others Club – Scarcity & Preparation
  • 🃏 The Spending Shuffle Card Game – Budgeting through play
  • 🎓 PDF Lesson Plans – For each book (classroom & homeschool ready)
  • 💬 Discussion Questions & Printables – Reinforce key takeaways
  • 🎥 Teaching Video Guides – With activity ideas & coaching tips
  • 📂 Colorful Keepsake Storage Box – Organize everything with ease
  • 💡 Spending Categories PDF – Connects card play to real-life spending

Created by a Certified Financial Planner™ and father of two, this kit helps families turn everyday moments into powerful financial learning.

💡 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.

Pre-order now
Bulk Book Discounts

📚 Bulk Book Discounts

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

Request pricing
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.

Hear From Families and Educators:

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