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What I would tell my younger self

Learn why establishing strong financial goals and habits early in life is key and how to develop strategies to save money.

Time frame: 60 mins

Learning objectives for participants

  • learn how to establish a baseline for your financial identity and understand how your history with money shapes your financial habits
  • identify needs and wants and learn to strike a perfect balance between them
  • understand the importance of financial goal setting and emergency funds
  • learn about salary negotiation, investing early in life and when to ask for help


  • setting the baseline
  • stories you need to hear
  • how to get started
  • life hacks
  • resources
  • Q&A

Learning materials

  • Goal Setting worksheet — helps set SMART goals which are specific, measurable, attainable, realistic, time-framed
  • Values Validator worksheet — helps determine what things are most important to help set values-based goals
  • Net worth worksheet — helps calculate net worth


For questions, please email us.

Want a session in your area?

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit.

Request guidelines

For more information, visit setting up a financial literacy session.