Who are we?
We are a team of financial professionals and educators dedicated to improving financial literacy among children and young adults through interactive workshops, educational programs and individual coaching.
Our Founder and Director, Laurie Bagley, CFA is a 25 year veteran of the financial services industry and a mother of three young children. As the founder of Scottsdale based fee-only wealth management firm Strategic Wealth Advisors (http://www.xpertadvice.com/), she has been profiled in several national publications including Worth Magazine and Wealth Manager.
What do we do?
Through our proprietary program, “Bringing Finance Home”™, we teach the next generation the skills needed to make wise financial decisions. These decisions not only impact today’s youth and young adults, but will carry on to the next generation as our students bring the financial concepts learned into their own homes and influence the generations to come.
It is NEVER too early to start teaching your children to make good financial choices.
We offer periodic public workshops as well as private workshops for Girl Scout Troops, Boy Scout Troops, Families and Homeschoolers.
Want us at your school? We can bring our workshop to your child's class or provide an after-school enrichment opportunity on campus.
Call us: (480) 998-1798