GETTING STARTED

Financial Literacy Building Blocks

Building the Foundation

A strong financial education is built on a number of foundational building blocks.
There’s a lot to learn, spanning key topics such as:

  • Money Basics
  • Spending
  • Earning
  • Saving
  • Banking
  • Borrowing
  • Giving

In addition to these core elements, it’s important to consider how to manage peer pressure and lifestyle decisions relative to your means.

    Where to Begin?

    We firmly believe in an incremental approach to financial literacy, where the first lesson helps you in preparing for the next.

    You need to learn what money is and how to earn it before you can save it. You need to learn how to save it before you can spend it on a simple large purchase. You need to learn how to make smart purchase decisions before you can set and achieve short and long-term financial goals.

    Each step takes both time and practice to learn.

    Where to Begin?

    We firmly believe in an incremental approach to financial literacy, where the first lesson helps you in preparing for the next.

    You need to learn what money is and how to earn it before you can save it. You need to learn how to save it before you can spend it on a simple large purchase. You need to learn how to make smart purchase decisions before you can set and achieve short and long-term financial goals.

    Each step takes both time and practice to learn.

    How We Help

    SageVest Kids is designed to help you identify key financial literacy objectives by age range. While it’s never too late to begin educating your kids financially, the earlier you start, the easier it is to prepare your kids for new lessons as they age and mature.

    If you’re just starting financial literacy education for kids older than age 7, that’s fine! We simply suggest that you look back through recommendations for younger ages to ensure you’re laying the foundation for a pattern of success.

    EXPLORE TOPICS

    ACTIVITIES

    How Secure is Your Family's Future?

    Focus on your family’s financial best interests with SageVest Wealth.

    Get financial tips delivered to your inbox.

    Make a wise investment in your FAMILY'S future today.

    SageVest Wealth Management is a fee-only firm, proudly serving as a fiduciary.