Lisa Mulka - Copywriting, Editing, Curriculum Development
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Financial Literacy and Personal Finance Portfolio

We specialize in crafting engaging and educational personal financial literacy content. Whether your audience is K–12, college, or corporate, we bring subject matter expertise to the field of personal finance.

Personal Financial Literacy

This book provides the financial building blocks for effective earning, spending, saving, investing, and giving through each stage of life. From how to manage a paycheck to understanding the time value of money, this high school textbook prepares students to be financially fit money managers. 

Real-world examples are embedded throughout the book to demonstrate financial dilemmas students may encounter, such as identifying needs and wants and how credit impacts financial decisions. 

Client

B.E. Publishing

Key Responsibilities

  • Research, write, and edit complete book (300 pages)
  • Conduct interviews with subject matter experts as necessary
  • Develop end-of-chapter assessments
  • Create hands-on projects
  • Write accompanying student and teacher guides
  • Align book to relevant state and national educational standards 

The Business of Beans: A Young Entrepreneur's Story in Tanzania

This book was the recipient of the 2017 Children's Book of the Year Award from the Institute for Financial Literacy for its outstanding efforts in capturing the principles of personal finance (earn, save, spend, invest, and give).

The story follows Juma, a motivated young boy living on the foothills of Mount Kilimanjaro in Tanzania, as he starts and grows a new business. This award-winning book provides children the opportunity to learn about the world, financial literacy, and entrepreneurship. 

Client

Imprints Press

Key Responsibilities

  • Create lyrical text that captures the basic tenets of financial literacy
  • Provide introductory material on Tanzania, including culture and geography
  • Incorporate Swahili language alongside English

FDIC Money Smart 9–12 and Young Adult Programs

JSP served as the content writer on all program elements for FDIC's Money Smart for young adults and grades 9–12.

Client

FDIC, Society for Financial Education and Professional Development, and Carrot New York

Key Responsibilities

  • Educator’s Guide: develop a background information guide for the teachers including correlations to national education standards, glossary of financial literacy terms, answer keys, and presentation materials.
  • Lessons: wrote 22 scaffolding lessons on financial literacy topics. Each module includes an overview of supplies/preparation, learning objectives, essential questions to guide student inquiry, engaging lesson activities, fully scripted lesson steps, teacher prompts, grade-level modifications, and assessment items.
  • Student Guide: develop a guide for students containing learning resources to accompany each of the 22 modules, such as sample budgets, retirement worksheets, and practical exercises.
  • Presentation Materials: create presentation slides for each of the 22 modules. Overheads are designed to support teachers in delivering each lesson and include supplemental visuals and diagrams.
  • Parent Guide: wrote a parent/caregiver guide summarizing key concepts addressed in each module taught in the classroom, background information on financial literacy topics, conversation starters at home, and family financial literacy activities.

Download samples below.
​
Educator Guide
File Size: 3103 kb
File Type: pdf
Download File

Parent Guide
File Size: 551 kb
File Type: pdf
Download File

Student Guide
File Size: 2649 kb
File Type: pdf
Download File

Presentation Slides
File Size: 3899 kb
File Type: pdf
Download File


Consultation & Proposal Writing for FDIC Money Smart PreK–12 and Young Adult Programs

JSP served as a valued partner in developing a proposal to reimagine the FDIC's financial literacy program for PreK–12 and young adults. We served as both a financial literacy consultant and writer in developing the scope and sequence for all levels of the curriculum.

Client

FDIC, Society for Financial Education and Professional Development, and Carrot New York 

Key Responsibilities

  • Evaluate existing Money Smart curriculum resources and create a scope and sequence for topics by grade level.
  • Write a rational for grade-level topics.
  • Assist in writing an overview of the best way to engage each grade level with financial literacy.
  • Develop a chart showing recommended/proposed topics compared to existing topics.
  • Assist with the curriculum write-up for the proposal.

H&R Block Budget Challenge Lesson Plans, Parent Handout, & Classroom Poster

JSP wrote a series of lesson plans, a classroom poster, and a parent informational handout for the H&R Block Budget Challenge. The Budget Challenge is a financial literacy simulation program for teens. To supplement the online simulation, JSP created classroom and take-home resources on personal finance topics such as saving, investing, taxes, insurance, credit, and more.

Client

H&R Block and We Are Teachers

Key Responsibilities

  • Write eight lesson plans for teachers to use in grades 9–12 
  • Provide subject matter expertise on budgeting, managing paychecks, paying taxes, selecting insurance, credit scores, and loans
  • Write copy for a classroom poster containing a sample budget
  • Write a one-page parent handout highlighting ways to talk to teens about budgeting and money 
  • Align lesson plans to national financial literacy education standards
Sample Lessons.pdf
File Size: 2587 kb
File Type: pdf
Download File

Sample Poster.pdf
File Size: 414 kb
File Type: pdf
Download File

Sample Parent Handout.pdf
File Size: 273 kb
File Type: pdf
Download File


VISA Financial Literacy Curriculum

Practical Money Skills For Life Course is a comprehensive 9th through 12th grade financial literacy curriculum and was unveiled at the White House Summit on Financial Capability and Empowerment in May 2012. Students learn facets of financial management from how to save for a rainy day and college tuition to understanding investment options and the stock market. 

Lessons directly involve students in the learning process and implement real-world connections to promote money management skills and sound decision-making in spending and saving.

Client

VISA and CarrotNewYork

Key Responsibilities

  • Write 22 engaging lesson plans on financial literacy for 9th through 12th grade students demonstrating real-world connections
  • Develop student-centered, inquiry-based learning activities to accompany lesson plans
  • Align lessons and activities to Common Core Standards for Mathematics and English Language Arts, JumpStart Financial Literacy Standards, and National Economic Standards
Sample Lesson
File Size: 403 kb
File Type: pdf
Download File

Sample Activity
File Size: 686 kb
File Type: pdf
Download File


H&R Block Budget Challenge Student Activities

After developing a set of lesson plans for the H&R Block Budget Challenge, JSP was brought in to create student activity worksheets to accompany each lesson. 

Client

H&R Block and We Are Teachers

Key Responsibilities

  • Conceptualize and write eight financial literacy worksheets for students in grades 9–12
  • Design copy to support previously developed lesson plans and topics addressed in the Budget Challenge
  • Align worksheets to national financial literacy education  standards
Sample Student Activities.pdf
File Size: 528 kb
File Type: pdf
Download File


Discover's Pathway to Financial Success K–12 Lesson Plans
Discover is making big investments in youth financial literacy through its financial education program Pathway to Financial Success. JSP was brought in to write 20 lesson plans ranging from elementary school to high school. From learning how to pay for college to balancing a budget, JSP brings finances to life with these 20 financially fit lesson plans designed and created for youth to gain confidence in their abilities to manage money.
Client
Discover and We Are Teachers
Key Responsibilities
  • Provide subject matter expertise on personal finance topics
  • Write 5 elementary lesson plans on topics of wants/needs, goal setting, careers, spending, saving
  • Write 5 middle school lesson plans on topics of spending, record keeping, careers, interest, credit, and debt
  • Write 10 high school lesson plans on topics of budgeting, paystubs, credit, paying for college, careers, planning for the future, loans, insurance, consumer laws, and the stock market
  • Align all lessons to national financial literacy education standards and Common Core State Standards
Sample Elementary Lessons.pdf
File Size: 2216 kb
File Type: pdf
Download File

Sample Middle School Lessons.pdf
File Size: 2075 kb
File Type: pdf
Download File

Sample High School Lessons.pdf
File Size: 3884 kb
File Type: pdf
Download File


Project Management and Editorial Work for FDIC Money Smart PreK–2 Program

JSP assisted in a project and editorial management role for FDIC's PreK–2 financial literacy program. 

Client

​FDIC, Society for Financial Education and Professional Development, and Carrot New York

Key Responsibilities

  • Consult on financial literacy topics appropriate for designated age group.
  • Manage workflow for content development.
  • Revise and edit all content material including six educator modules with accompanying student guide, presentation materials, and parent/caregiver guide. ​
Educator Guide
File Size: 4106 kb
File Type: pdf
Download File

Parent Guide
File Size: 7494 kb
File Type: pdf
Download File

Student Guide
File Size: 5366 kb
File Type: pdf
Download File

Presentation Materials
File Size: 5585 kb
File Type: pdf
Download File

CONTACT US

Tel: 734.417.1826
info@JuniperShorePublications.com

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