• Financial Literacy Month

    We’ve got you covered!

April is Financial Literacy Month

Looking to get your organization involved – You’ve come to the right place!

Turnkey Marketing Materials

Preparing for Financial Literacy Month can be easy with our turnkey promotional campaigns, guides, and workshop content.

Unbiased Financial Education

No sales pitches or product-driven agenda.  Our curriculum helps people understand what pressures are put on their finances & how to create a holistic plan.

Become an Advocate

Join the movement.  Reach out to local politicians and request they issue a formal proclamation that promotes financial literacy in our community

Compound interest is the eighth wonder of the world. He who understands it, earns it…he who doesn’t…pays it.

– Albert Einstein

Whether you’re interested in learning about how you can bring financial awareness to your organization, or you want to attend one our upcoming financial education classes, we have
you covered!  April is Financial Literacy Month, and to help Americans make the most of their money, My Financial Sherpa is offering financial wellness resources and education to organizations nationwide.

Interested in offering financial education to your employees?

We’ll provide the resources to prepare you for Financial Literacy Month. Receive the materials you need to offer classes, conduct advocacy promotions, and help your employees learn vital financial skills.

Interested in attending a workshop?

Multiple organizations will be offering our financial wellness curriculum to their employees. Contact us to see if your employer offers education or if we’ll be teaching at a college or library near you.

Topics We Focus On

  • Taxation

    Whether it’s now or in retirement – we all have to pay taxes.

  • Inflation

    Combating Retirement’s Silent Killer: Inflation.  Learn how to prevent escalating inflation from derailing your plan.

  • Longevity Risk

    Sculpting a game plan we won’t outlive means being prepared to combat major eroding factors that can impact someone’s Plan A.


Our Mission

We are a group of advocates, financial experts, and educators who see how a lack of financial literacy has handcuffed Americans to a lifetime of worry. We have an aging work force that can’t afford to retire and a wave of new college graduates that are entering the workforce with an unprecedented amount of student debt. Eventually we have to stop and ask ourselves – Is there a better way?

Our mission is to revolutionize the way people think about money.

It’s no secret everybody wants the same thing.  People want to maximize their income.  They want to minimize their taxation bill, and they want to efficiently pass on their wealth to their loved ones with minimal fees/taxes from lawyers or the government.  The solution isn’t the same for everyone.  We give people the knowledge they need to be their own advocates when planning for retirement.

The facts are:


of Americans say financial stress is their most common cause of stress


say they find dealing with their financial situation stressful