Owning the Dash Workbook

Owning the Dash Workbook

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📘 Owning the Dash Workbook — Downloadable PDF

Take charge of your financial future with this 24-page companion workbook designed to help you apply the lessons from Owning the Dash and The No-Regrets Retirement Roadmap.

This practical resource includes simple exercises, reflection prompts, and planning tools to help you clarify your goals, organize your finances, and make more intentional money decisions.

Inside the Workbook

  • Financial goal-setting worksheets
  • Budgeting and cash flow exercises
  • Retirement planning checklists
  • Estate and legacy planning prompts
  • Reflection questions to align your money with your values

Product Details

  • Format: Digital PDF download
  • Length: 24 pages
  • Delivery: Instant download after checkout
  • Shipping: No shipping required

Please note: This is a digital product. No physical item will be shipped.

How to Use

  • Download the PDF after checkout
  • Print it or complete it digitally
  • Use it alongside Owning the Dash and The No-Regrets Retirement Roadmap

Start building your financial roadmap today.

🚚 Shipping

We currently ship within the United States.

📦 Free U.S. shipping is available on orders of $50 or more for financial literacy kits and select bundles.

Orders are typically processed within 2–3 business days. Once your order ships, you will receive a tracking number by email so you can follow your delivery.

Delivery times typically range from 3–7 business days, depending on your location.

At this time, we are not offering international shipping, but we hope to expand shipping options in the future.

🔄 Returns

We want you to be completely satisfied with your purchase.

Unused items may be returned within 30 days of delivery for a refund.

To qualify for a return, items must be in unused condition and in their original packaging.

If you need assistance with a return, please contact us through the Contact page on our website.

View full return policy →

Tools to Raise Money‑Smart Kids

📚 Award‑Winning Storybooks That Teach

Each book brings core financial lessons to life through fun characters and stories kids love — building confidence with money concepts they’ll remember.

Preview the Books

🎲 Playful Learning with the Spending Shuffle Game

A hands‑on budgeting game that helps kids balance needs vs. wants, recognize spending traps, and grow money‑smart habits — great for family nights or classrooms.

See How It Works

📘 Standards-Aligned Companion Curriculum

Standards-aligned companion lessons delivered digitally for instant access and easy printing. Designed to reinforce key financial literacy concepts introduced in the books and Spending Shuffle™ game—perfect for home, classroom, or workshop use.

Access Companion Curriculum

📝 Real Financial Activities. Real-World Learning.

Includes reflection questions, hands-on exercises, and interactive prompts delivered digitally and ready to print—helping children apply key financial concepts introduced in the books and Spending Shuffle™ game in fun, age-appropriate ways.

Explore Companion Activities

🧠 Built‑In Activities for Every Book

Each picture book includes built-in discussion questions and companion digital resources, delivered instantly and ready to print—helping parents, teachers, and advisors transform storytime into powerful, real-world money lessons.

Access Companion Resources

🎁 Everything Comes in a Ready-to-Gift Box

Packaged in a bright, durable keepsake box, this kit makes the perfect gift for families, clients, schools, and community programs.

Order the Full Kit

Frequently Asked Questions

Yes. All Owning the Dash books are designed to be read aloud and discussed together. Many families begin using them in Kindergarten or earlier with parent guidance.

Most Owning the Dash books are ideal for Ages 5–10 (Grades K–5). Younger children enjoy the storytelling and visuals, while older children engage more deeply with the financial lessons and discussion prompts.

Absolutely. Many teachers and homeschool families use Owning the Dash books as enrichment tools to introduce financial literacy concepts in an engaging, age-appropriate way.

Orders typically ship within 1–2 business days. You’ll receive tracking information as soon as your order is on its way.

Yes. Owning the Dash books and kits make meaningful gifts for birthdays, holidays, back-to-school, and milestone celebrations — combining storytelling with life-long financial lessons.

Owning the Dash was created by a Certified Financial Planner™ with over 20 years of experience helping families build financial confidence. The series was designed to make money conversations simple, engaging, and empowering for children.

What Families Are Saying About Our Books

FREE FINANCIAL LITERACY RESOURCES

Download standards-aligned lesson plans, ready-to-print discussion guides, interactive classroom games, and step-by-step tutorials — all built around award-winning stories and designed to make financial literacy engaging and easy to teach.

Perfect for teachers, homeschool families, and youth programs

Explore Free Resources

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