As Seen On...
Interview Tim
CERTIFIED FINANCIAL PLANNER®
TOPICS
✓Investment Planning and Management for Minimizing Investment Risk
✓Retirement and Estate Planning for Wealthy Families
✓How to Navigate Cash Flow Binds for Young Adults
✓The Basics of Personal Finance for Young Adults
✓Developing Budgets and Financial Goals for Young Adults
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.
