Foundations for Life: Financial Literacy Course for Kids

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Give your child the tools to build lifelong financial confidence! This hands-on course goes beyond the basics to instill healthy money habits, thoughtful decision-making, and a values-based approach to wealth. Through guided activities and real-world examples, students will explore:

  • The power of delayed gratification

  • How to pay yourself first and build a savings mindset

  • The magic of compounding interest

  • Key differences between common account types

  • How to discover and define life goals

  • Using money as a tool, not just accumulation

Advisor Engagement: Planning, Implementation, Coaching

Annual pricing $2,500 - $7,500*

  • 12-Month Engagement

  • Ongoing Financial Coaching and Support

  • Custom Plan and Implementation Guidance

  • Secure Access to your client portal

  • Meeting cadence based on your needs

Maybe it feels like you’re always living paycheck to paycheck, no matter how much you earn. You might avoid your credit card statements, feel unsure about your debt, or keep telling yourself that earning more will fix everything. Deep down, you know something needs to change.

You want to feel confident about your savings, your 401(k), and whether you’re actually using your benefits the right way. More than anything, you want support—without shame or judgment—from someone who will walk with you step by step, and help you build a system that finally works.

*Based on complexity

$50-100/attendee*

You are:

  • A business that wants to provide your workforce with a useful lunch and learn session.

  • An educator that wants to arm students with the tools they need to succeed when they enter the workforce

  • A community organizer who wants to help empower others to take control of their financial future

Funded Life Financial will provide your audience with a masterclass on personal finance designed to help them understand how to utilize their benefits, value their time at work, and empower them to reduce financial stress.

FLF is happy to provide a standard presentation, or offer customization tailored to things like company benefits, median attendee salary, student loan payoff, or retirement planning.

Happy workforce drives productivity, schedule an FLF presentation today.

* Quote based on customization & attendee size

Speaking Engagement: Corporate, Collegiate, Community

Services Offered

  • Whole Financial Analysis

  • Debt Payoff

  • Cash Flow Allocation

  • Goal Planning & Prioritization

  • Personal Financial Education

  • Investment Review

  • Investment Recommendations

  • Company Benefits Review

  • Compensation Analysis

  • Loan Assessment

  • Behavioral Finance: Habit Change

  • Merging Finances

  • College Saving Planning

  • Housing Affordability

  • Insurance Considerations

  • Account Support (opening, setup, selection, review, navigation)

  • Kids Financial Literacy Courses

Services Not Currently Offered

  • Tax Services (please refer to a CPA)

  • Asset Custody or Active Management (FLF is not associated with a broker/dealer)

  • Trade Activities (I can help you choose your investments, I do not buy or sell them on your behalf)

  • Real Estate Investment Advice

  • Estate Planning (please refer to a lawyer for a will or trust)

  • Insurance Purchasing (I do not sell any products nor do I accept any commissions or kickbacks from anyone, ever.)

Let FLF design your pathway to peace so you can start living.