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.
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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.
The materials below are just a starting point, and you are strongly encouraged to utilize the many other terrific sources of personal finance insight (books, videos, blogs, training courses, ChatGPT, etc.) available online and elsewhere for additional and deeper understanding.
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.
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."
Download the 8.5" x 11" map (pdf)
Straight Talk on How Wealth Works
(Life Stage Guides)
Straight Talk on How Wealth Works
(Life Stage Guides)
This is a collection of 1-page summaries for each of eight
"Life Stages," summarizing things you might want to
consider for each section of the Personal Wealth Map™ .
It includes Personal Wealth Map™ for reference.
Download the 8.5" x 11" 12-page booklet (pdf)
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
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