Financial Literacy

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