ATTENTION 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.
You are a home school family.
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.
A Peek at Our ROADMAP
A Story-Based Approach Teaching 'Why' and 'How' to Save
Always Focused on Starting Young
A 4-Part Framework...
1.
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 and have a sense of urgency.
2.
WANT
to Save
Why save?
Save because money can grow!
You should WANT to participate in the exciting growth potential of money.
Start young to give money the most time to grow.
3.
POSITION
to Save
How to save?
First, stay in POSITION to save.
Avoid obstacles that prevent saving like excessive college debt and underemployment.
Start young to be ahead of problems.
4.
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.
YOUR SHERPA STORE:
Join Us at Basecamp!
Parents, kids, and young adults can watch and learn on their phones.
Watch at your own pace.
Concise supporting slides and captions highlight key points.
Printable pdf summaries and worksheets provide take-aways.
Plus, a free eBook for those who prefer to read.