Financial Literacy
Everyone knows financial literacy is vital to managing your life in the modern world.
The good news is that households and schools are increasingly stepping up
to build this literacy among the next generation at a younger age.
Embedded Files
How can we use and grow our personal and financial assets
to build the life we want for ourselves and our families?
Helping people think about this question is the goal of the
Personal Wealth Map™ and Life Stage Guides.
Think of the Personal Wealth Map™ and Life Stage Guides as “jump-starters” for your thinking and as basic checklists of financial topics you might want to explore with family, friends, or a financial advisor.
These materials are just a starting point, and you are strongly encouraged to utilize the many other terrific sources of personal finance insight (finance professionals, books, videos, training courses, ChatGPT, etc.) available online and elsewhere for additional and deeper understanding. Please see the disclaimer and free usage information below.
Personal Wealth Map™
(plus Quick Tour)
Personal Wealth Map™
(plus Quick Tour)
This is a 1-page framework explaining how "Money Sources" and "Money Uses" work together to create (or prevent) wealth. The back includes an overview of the map, plus "5 things financial experts often tell their kids."
Straight Talk on How Wealth Works
(Personal Wealth Map™ + Life Stage Guides)
Straight Talk on How Wealth Works
(Personal Wealth Map™ + Life Stage Guides)
This is a 12-page packet including the Personal Wealth Map™ and a collection of eight Life Stage Guides. These guides are 1-page summaries customized for each of eight age groups that summarize things you might want to consider for each section of the Personal Wealth Map™. Also included is a short "how-to-get-started" guide.
Watch this video for a 12-minute overview of the Personal Wealth Map™ and Life Stage Guides
What they are
Why they are important
How you can use them to focus your attention on the things that matter most for your financial future
Disclaimer
This publication contains general information for educational purposes only and does not constitute financial, investment, tax, or other professional advice. It is not a substitute for personalized advice and should not be relied upon as the sole basis for decisions or actions affecting your personal finances.
Free Use
You are welcome to use, share and distribute the map and related materials for personal, educational, or non-commercial purposes, provided the inclusion of this copyright. Commercial use, reproduction, or distribution of this material in whole or in part without express written permission is prohibited.
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