PARENTS, TEENS, YOUNG ADULTS
"You can do this! You can become financially literate and take more control of your life. Your Sherpa delivers a roadmap to enable your success, illustrating that financial literacy is not a tedious academic exercise but rather it is about daily, real-life decisions, and family conversations - it is literally a tool to unlock your potential and achieve better life outcomes."
Dr. Arthur Laffer, Sr. Economic Advisor to two Presidents and winner of the Medal of Freedom
YOUR SHERPA CONTENT IS RIGHT FOR YOU IF...
Parents
You want help teaching your kids about money.
You worry funding college will ruin your retirement dreams.
Schools
As a teacher, counselor, or administrator, you struggle with the lack of, or quality of, financial literacy taught at your school.
Students
You see peers choosing colleges they can't afford or degrees that don't earn good jobs.
Service Providers
As a CFP, CPA, Parenting Coach, or College Consultant, you would benefit from another touch point that helps your client's whole family.
Young Professionals
You're making 'real money' for the first time but live paycheck to paycheck.
You want to learn to earn and save more.
Employers
You want help with new-hire orientation or, in general, agree that an employee who achieves their financial goals is a more stable and productive contributor.
WHAT WE DELIVER
Story-Based Content Teaching 'Why' and 'How' to Save
A Framework & Personal Process Focused on Starting Young
An Engaging, Actionable, Life-Changing Roadmap!
Need To
Save
Why save? Save because you NEED to. You have many future financial responsibilities and life events.
Start young so you are ready.
Want To
Save
Why save? Save
because you WANT to. You should want to participate in the exciting growth potential of money.
Start young to give money the most time to grow.
Position To
Save
How to save? Stay in POSITION to save. Avoid obstacles that prevent saving like college debt and underemployment.
Start young to be ahead of problems.
Process To
Save
How to save? Have
a personal PROCESS to save. Choose the mindset and learn the life skills to succeed.
Start young to form good habits early.