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.
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Personal Financial LiteracyThis 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. ClientKey Responsibilities
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The Business of Beans: A Young Entrepreneur's Story in TanzaniaThis 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. ClientKey Responsibilities
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FDIC Money Smart 9–12 and Young Adult ProgramsJSP served as the content writer on all program elements for FDIC's Money Smart for young adults and grades 9–12.
ClientFDIC, Society for Financial Education and Professional Development, and Carrot New York
Key Responsibilities
Download samples below.
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Consultation & Proposal Writing for FDIC Money Smart PreK–12 and Young Adult ProgramsJSP 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.
ClientFDIC, Society for Financial Education and Professional Development, and Carrot New York
Key Responsibilities
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H&R Block Budget Challenge Lesson Plans, Parent Handout, & Classroom PosterJSP 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.
ClientKey Responsibilities
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VISA Financial Literacy CurriculumPractical 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. ClientVISA and CarrotNewYork
Key Responsibilities
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H&R Block Budget Challenge Student ActivitiesAfter 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.
ClientKey Responsibilities
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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. Key Responsibilities
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Project Management and Editorial Work for FDIC Money Smart PreK–2 ProgramJSP assisted in a project and editorial management role for FDIC's PreK–2 financial literacy program.
ClientFDIC, Society for Financial Education and Professional Development, and Carrot New York
Key Responsibilities
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