ABOUT THE TEAM
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The Story
Tim Smith founded The Financial Dad together with his family in 2022. After a 35+ year career in financial services, leading hundreds of advisors across the USA in a firm overseeing billions of dollars in assets under management, he decided to take his extensive career knowledge and bring it to the people who need it most—the future generations.
Together with his two daughters, Hally and Bridget—they created a comprehensive program for schools, colleges and credit unions to utilize as an addendum to their standard curriculum and member benefits.
The most important part?
The Financial Dad created learning material that young adults will actually enjoy.
We teach people the way they desire to learn today: through relatable interviews, videos and the
answers to the financial questions we are all asking (like hello, what is a 401k?!)
What sets our curriculum and courses apart?
We use a conversational, interview approach, where a young person asks questions and learns from an experienced expert, rather than a dull, boring lecture approach.
We provide only education, not advice.
How do we know they will enjoy it?
Because we asked. 75% of young people said they would prefer to learn this way rather than by lectures or online reading and testing.
Our Team
Tim Smith
Founder and CEO, CERTIFIED FINANCIAL PLANNER®
Hally Smith
Content Producer
Bridget Sicsko
Marketing & Tech Director
TESTIMONIALS
CUSTOMER REVIEWS
The Financial Dad turns what you would think are incredibly complicated concepts into feasible tasks. I never thought anything tax-related would be simple, but they break it down to the point where even if it’s your first time hearing the words, you can really understand the topics.
Liam S, Rutgers University—New Brunswick
I have truly found that The Financial Dad breaks down financial concepts in a way that I can comprehend and apply to my current financial situations as a college student and part-time worker. As someone who is nearing my first full-time job search and my first experience of financial independence, The Financial Dad provides easy-to-learn information on vital concepts for this crucial time in my life.
Delaney S, Boston College
FAQS
How do I get your financial literacy curriculum in my school?
Start by booking a call with founder and CERTIFIED FINANCIAL PLANNER™, Tim Smith. Let's talk through your financial literacy goals for your student body and see if our curriculum offers a value-add to your school.
How do I get your financial literacy curriculum available for the members of our Credit Union?
First let's set up a phone call to discuss your needs and the goals of the C.U. We will show you a demo of the product on the call.
Who should purchase the financial curriculum for personal use?
This curriculum is great if you're no longer a student but would like to expand your financial knowledge yourself. You might be thinking about purchasing a home, wanting to avoid credit card debt and beginning to think about investment strategies.
