Financial Literacy for Students & Families
Practical money skills for life beyond the classroom.
Engaging keynotes and interactive workshops for students and families, designed for schools, youth programs, and parent communities.
- Tailored to every age and stage
- No products or commissions
- Just objective education
Financial Literacy at a Glance
38%
Gen Z’s average score on a national financial literacy test, the lowest of any generation
TIAA Institute–GFLEC P-Fin Index, 2026
95%
of American high school students who receive financial education find it helpful
Intuit Financial Education Survey, 2024
88%
of parents believe financial education should be taught in schools
Intuit Financial Education Survey, 2024
82%
of adults wish they’d been required to take a personal finance class in high school
NEFE poll, 2025
Why It Matters
Money skills are life skills.
Habits form early
How young people feel about money, whether confident, anxious, or avoidant, shapes decisions for decades. Building healthy habits now pays off for life.
It changes outcomes
Students who receive personal finance education go on to have higher credit scores and fewer missed payments, and are 21% less likely to carry credit card debt in college.
Money stress is student stress
Two in five college students say money is a source of stress and anxiety. Confidence with money supports student wellbeing.
Who It’s For
Designed for the people who shape young lives
Schools
Assemblies, workshops, and college-readiness programming.
Youth Programs
Flexible sessions that fit your program’s schedule and goals.
Parents & Families
Parent association evenings and family learning events.
Keynotes & Workshops
Real-world money lessons, for every age and stage
Every session runs 60–90 minutes and is tailored to your group’s ages, goals, and community. Book one as a stand-alone event, or build a series.
Money and the Mind
How habits, emotions, and beliefs shape every money decision and how to take control.
All grades
Your First Paycheck
Turn a first job into a first win: know where every dollar on a pay stub goes and start saving from day one.
High school · College · Youth programs
Cracking the Code on Credit
Build a strong credit score from the start and use a first credit card as a tool, not a trap.
College
Investing 101: Grow Your Money
See how starting early turns small amounts into real wealth, and leave knowing exactly how to take the first step.
High school · College
Student Debt, Decoded
Compare aid offers with confidence, borrow only what makes sense, and leave with a clear plan for repayment.
High school juniors & seniors · Families
Senior Send-Off
The financial tools you need to navigate the next chapter of life independently with confidence.
Seniors
Your First Job Offer
Read an offer with confidence, understand the benefits behind the salary, and ask for what you’re worth.
College juniors & seniors
For Parents & Families
Become the money mentor your teen needs, with simple ways to talk openly about money and college costs.
Parents & caregivers
Every Session Includes
What sets these sessions apart
Education only
No products to sell and no commissions. Just objective financial education that students and families can trust.
Age-appropriate content
Every session is tailored to your group’s ages, goals, and community, from a first conversation about money habits to a senior-year send-off.
Experienced instruction
Prior to her career in finance, Alex spent four years as an SAT math instructor and also served as a Teaching Assistant for the Department of Economics at Georgetown University. She is no stranger to translating complex topics into digestible concepts.
Real-world expertise
Led by a CFA® charterholder with a decade in financial services at Deutsche Bank and Cigna Investment Management.
Take-home worksheets and resources
Worksheets and resources students and families can keep using long after the session ends.
How It Works
From first call to first session
01
Discovery call
A free 30-minute conversation about your goals and the right format for your community.
02
A tailored proposal
Topics, format, and timing matched to your group's ages and your calendar.
03
Delivery
On-site throughout the Northeast or virtual nationwide, with take-home resources for every participant.
Meet Your Instructor
Alex Merola, CFA
Alex spent over a decade in finance as a Credit Analyst at Deutsche Bank’s private bank and Vice President at Cigna Investment Management. She saw firsthand that the financial knowledge professionals use every day rarely reaches the people who need it most. Now she brings it to schools, workplaces, and homes in plain English, with no jargon and no sales pitch. Based in Connecticut, Alex offers on-site programs throughout the Northeast and virtual programs nationwide. Read Alex’s full story
Let’s bring money skills to your community.
Start with a free 30-minute discovery call to discuss your goals and the right format for your community.
Book your discovery call