Teen to Adult Basic Finance Management Bundle

Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Teen to Adult Basic Finance Management Bundle
Grade Levels
Product Rating
2 Ratings
File Type

Compressed Zip File

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67 MB|142 pages
Product Description
Teen-to-Adult Finance materials are helpful finance management lessons for “beginners.” These materials are not designed to teach sophisticated investing, tax issues or, what are considered more advanced finance concepts. One must walk before she can run.

While each product is certainly a complete and effective resource on its own, all Teen-to-Adult products are great companions to one another.


The Teen to Adult Finance Basic Foundation Book explains key finance concepts and principles, contains examples and hypotheticals demonstrating finance concepts and principles, and provides review exercises that can be used as lessons.

I use my materials in role-playing and simulated exercises. Splitting teens into groups of “families,” I provide them with checks, checkbook register sheets, and a calculator per family and give them a range of assignments to complete. I, further, provide each person a glossary and checks and checkbook register sheets I personally created and use.

There are fill-in-the-blanks used in section reviews, hypothetical exercises and questions directed to the student personally.

The teens are given several interactive exercises to:

Create a life plan
Create a money plan
Develop a budget
Exercise individual judgment to modify a hypothetical budget
Work collectively, “as a family,” to make management decisions
Write checks for bills (My hand-drawn checks do not come with this product.)
Record financial transactions
Create a money journal

Throughout the workshop and in the context of exercises, youth’s discussions include:

Managing “needs” versus “wants”
Smart shopping
Interest and finance charges
Their plans and possible steps to meeting their objectives
The budgets and why the specific budgeting decisions were made
The top three actions they can take to achieve their goals

At the close of the workshop, I give each participating teen a Certificate of Achievement in Basic Finance Management and, in past workshops, a copy of BASIC BEGINNINGS: A Finance Management Handbook for Teens and Young Adults. Future workshop participants will receive a copy of my book, FINANCE MANUAL: Management Lessons for Teens, in addition to the Certificate of Achievement.

Typically, the acknowledgment throughout the workshop and the recognition at the end reap a very proud and enlightened young person who is better prepared for real life experiences in finance management.

Teen to Adult Finance Basic Foundation Book


The Teen to Adult Basic Finance Planning Tools offer necessary short-term and long-term financial planning resources for beginners. Included are the following:

Item A: Miss Carol’s Smart Money Rules
Item B: Sample Budget
Item C: Monthly Budget Template
Item D: My Money Plan
Item E: My Money Journal

Each Item is designed to give direction for a stronger, healthier financial path, for beginners. In conjunction with the foundation given in the Teen to Adult Basic Foundation Book, this resource could have even greater impact.

Miss Carol’s Smart Money Rules are the very critical lessons used with consumer bankruptcy clients for 15 years and taught to participants in my teen finance management workshops.

The Sample Budget is one that reflects the types of income and expenses relevant to a teen’s lifestyle.

The Monthly Budget Template is a blank budget which can be used in an assignment to complete according to the particular youth’s life.

My Money Plan introduces goal-setting and commitment toward short-term goals and long-term goals.

My Money Journal is a great resource for recording spending habits and assessing areas of strength as well as identifying areas for improving money management practices. Accountability, too, is a key lesson here.

Teen to Adult Basic Finance Planning Tools


The Teen to Adult Preparing for Adulthood PowerPoint is a teaching resource. Teachers may draw lecture, presentation and assignment material from this PowerPoint. This product provides some foundation material, along with hypothetical situations for students to explore, and questions to use for classroom or group discussions.

The Teen-to-Adult Preparing for Adulthood PowerPoint teaching resource highlights:

The Need for Finance Management
Setting Goals
Good Money Habits
Bad Money Habits
Best Teaching Methods are Comprehensive Approaches
Understanding Income
Living within One’s Means
Creating a Budget
Learning to Save
Managing a Checking Account
Distinguishing Assets from Liabilities
Pros and Cons of Credit Cards

Teen to Adult Finance Preparing for Adulthood Overview PowerPoint
Total Pages
142 pages
Answer Key
Teaching Duration
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