How We Help

Our team provides education through presentations, partnerships and books
to ensure that no one is left behind.

Our two personal finance presentations provide an insight into personal finance, whether it be our introductory personal finance session or a more in-depth session that focuses on achieving lifelong financial security.

Our introductory personal finance session is based off our book, Adulting 101: A Guide to Personal Finance, which outlines 14 basic topics regarding financial literacy starting with budgeting all the way to reading a financial statement.

Our second personal finance presentation is tailored towards working adults and is based off our book, 5 Buckets, 4 Shovels, a Beach and a Map. This book elaborates on how to achieve financial security through life insurance, estate planning and retirement.

Whether you’re learning introductory topics such as budgeting all the way to retirement, our personal finance presentations will create a strong foundation for your financial literacy education.

Presentations

Through our foundation we are able to give presentations on financial topics and distribute our book explaining all these topics in depth. Our organization offers two presentations: “Adulting 101” or “How 5 Buckets and 4 Shovels Can Achieve You Financial Security”. “Adulting 101” focuses on an introduction to personal finance topics, whether it’s budgeting and credit all the way to the stock market and taxes. These sessions are based off our personal finance guide, Adulting 101: A Guide to Personal Finance, where we discuss the 14 personal finance topics in depth.

Our second presentation, “How 5 Buckets and 4 Shovels Can Achieve You Financial Security”, is tailored towards working professionals looking to achieve lifelong financial security that will lead to a comfortable retirement. This session is focused on life insurance, estate planning and retirement. This presentation is based off our second personal finance guide, 5 Buckets, 4 Shovels, a Beach and. Map: A Guide to Financial Security, which outlines how to achieve financial security using the simple metaphor of buckets and shovels to plan your finances.

We plan to give presentations at high schools, colleges, organizations, charities and other communities that strive to educate our nation’s youth and adults. We sell our personal finance books through our nonprofit and 100% of the proceeds benefit the foundation. All the money from the foundation covers production costs so we are able to give people one of our financial guides, free of charge.

Personal Finance Books

Currently we have two personal finance books available for purchase, and all proceeds from sales support the Foundation directly.

Adulting 101: A Guide to Personal Finance, is focused on young adults and provides a basic understanding of their personal finances. We find that the basics of personal finance just aren’t being taught in high school and there’s a great need for this type of knowledge. Topics like handling a first paycheck, opening a bank account, credit card basics are just a few of the topics we want to tackle.

5 Buckets, 4 Shovels, a Beach and a Map: A Guide to Financial Security, is a book for adults of every age and income, written using simple language and illustrations to help convey the complicated subject of financial planning. The metaphors of buckets, shovels, a beach and a map are used to explain the process of creating a financial plan and opens your mind to the things you should be thinking about in order to achieve your financial goals.

Testimonials

The foundation is absolutely wonderful and I find it very helpful for young adults to gain knowledge on financial literacy because schools don’t teach us this

Cal Poly SLO Students, November 2019

[The presentation] was engaging, easy to understand, and detailed. Throughout, you were empathetic to our feelings and current situation, and I think we were all grateful for that.

Cal Poly SLO Students, November 2019

They gave the right amount of information so we were not overwhelmed, but also, were able to cover important topics that are applicable to us as college students.

Cal Poly SLO Students, November 2019

At the end of their presentation I felt that my financial literacy had went up and appreciated the book that they gave for all of us to take home.

Cal Poly SLO Students, November 2019

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Your contribution or sponsorship will help us to provide free books and literacy resources to young adults and those in transition across the nation.

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