Coming Soon:
The Financier

Sit tight! Our Financier Unit for ages 7-9
is almost here.

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What’s Inside the Financier Unit

This unit introduces young learners to the basics of money, decision-making, and financial responsibility. Through stories, games, and practical activities, students discover the difference between needs and wants, where money comes from, and how saving helps them reach goals. By learning to think critically about choices and explore the value of money, they build early habits that prepare them for responsible financial decision-making in the future.

Needs, Wants, and Whys

Lesson Length: 1 Hour
Students learn to tell the difference between things they need to live (like food, clothing, shelter) and things they may want (like toys or treats). They practice making thoughtful decisions about spending by sorting examples into “need” or “want.”

Where Does Money Come From?

Lesson Length: 1 Hour
Students explore how people earn money through work, services, and creativity. They discuss the value of effort and responsibility, and connect the idea of money earned to how families provide for their needs."

Saving for Something Special

Lesson Length: 1 Hour
Students learn why saving is important and how setting aside money helps reach goals. They practice planning for something meaningful like a toy, trip, or gift and discover how patience and small steps lead to rewards.

What's Included in Each Unit

Each 3 lesson unit is designed to guide learners through meaningful exploration, practice, and reflection at their own pace.

Relatable Real-World Scenarios

Lessons are grounded in everyday situations learners can easily connect with.

Interactive
Activities

Engaging tasks that encourage active thinking, problem-solving, and creativity. 

Creative & Reflective Prompts

Thoughtful questions and tasks that inspire self-expression and deeper understanding.

Glossary & Reference
Sheet

A handy guide to key terms and ideas for easy review and long-term retention.

Comprehension Checks
& Final Quiz

Short check-ins throughout the course plus a final quiz to assess understanding and reinforce key learning outcomes.

Certificate
of Completion

Celebrate progress with a personalized certificate and a report that marks your learner’s success.

Who Is This Unit For?

Whether you’re a parent, teacher, or homeschooler, this unit is designed to support learners
wherever they are at home, in the classroom, or anywhere in between.

Parents

If you want your learner to make thoughtful money choices and understand the value of earning, saving, and spending wisely, this unit is for you. With relatable lessons and practical tools, they’ll build financial awareness, develop smart habits, and gain confidence in managing resources—in and out of the classroom.

Teachers and Schools

Looking for thoughtful, low-prep resources that support financial literacy, goal-setting, and real-world responsibility? This unit fits easily into advisory sessions, enrichment blocks, or personal development time with no extra preparation needed.

Homeschooling Families

This unit makes it easy to add structured, skill-building lessons to your homeschool routine. Flexible, engaging, and self-paced, it supports your learner’s growth in money management, financial decision-making, and everyday responsibility.

What Your
Learner Gains

Every Lessons in the Financier unit is designed to help your child build meaningful, real-world skills they’ll carry into every part of life.

Financial Awareness

Learners understand the basics of needs vs. wants and how choices affect spending.

Respect for Effort and Work

They recognize how money is earned and connect it to responsibility and value.

Goal-Setting with Money

Students see how saving supports planning and patience, helping them reach important goals.

Frequently Asked Questions

Everything you need to know before purchasing the Financier Unit.

What age group is the Financier Unit for?

This unit is designed for learners aged 7-9. All lessons are developmentally appropriate and encourage independence, self-reflection, and practical skill-building at just the right level.

How long does the unit take to complete?

The unit includes at least 3 hours of content across three lessons. Learners can move through the material at their own pace whether that’s over a few days or several weeks. Each lesson includes reflection prompts and real-life practice activities that can be revisited anytime, making the learning experience flexible and easy to fit into any routine.

What kinds of skills will my learner develop?

Learners build essential life skills such as time management, focus, goal setting, and self-awareness. They also learn how to make confident choices and develop habits that support learning and well-being.

Is this unit suitable for homeschool or classroom use?

Yes! It fits naturally into homeschool schedules and is also great for classroom use during SEL blocks, advisory periods, or enrichment time. No prep required just log in and learn.

Do I need to guide my learner through the Lessons?

No. Each lesson includes a virtual guide who explains the activities and helps keep learners on track. Learners can work through the unit independently, though parents and teachers are welcome to join the conversation.

What makes this unit different from other online lessons?

The Financier Unit goes beyond academic content. It focuses on developing real-life skills that learners can apply right away at school, at home, and in daily routines. With age-appropriate content and a guided experience, it supports whole-child development in a way that’s practical, thoughtful, and engaging.