Are you a good financial role model?

Improve financial management and help adults teach their kids about money.

Time frame: 60 mins

Learning objectives for participants:

  • self-assess standing as a financial role model
  • learn the ten healthy habits of financial management
  • obtain resources to help get their financial house in order
  • understand SMART goals & effective goal setting


  • why teaching kids about money is important
  • goal and challenges of teaching kids about money
  • characteristics of a good financial role model
  • ten healthy habits of financial management
  • how to set financial goals
  • 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
  • Role Model Self-Assessment worksheet — determines kind of financial role model


For questions, please email us.

Request a session

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. Eight weeks’ notice is needed to set up a session.



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