Personalized Children's Book for Financial Advisors
You help people plan for a future they can't see yet — told as saving up for something big.
How this is different: This isn't a book where your child pretends to be a financial advisor. It's the book where your child finally understands what you actually do.
Money is abstract; saving for something you want is not. This personalized book uses that bridge to show your child what mom or dad does for families all day.
What financial advisors actually do all day
Ask families what they want their life to look like in ten years
Build a plan for saving, paying down debt, and investing
Talk people out of panic when markets drop
Review and adjust the plan as life changes
How to explain a financial advisor's job to a child
If your child is 3 or 4
Financial advisors help families plan their money. They help people save a bit at a time so later there is enough for big things, like a house or college.
If your child is 5 to 7
A financial advisor helps people plan their money for the long term: how much to save, what to pay off first, and where to invest. A big part of the job is keeping people calm and consistent.
The tools kids find interesting
Planning software
Spreadsheets
Meeting notes
Charts
Phone
What a child would notice at a financial advisor's work
A parent who talks about years, not days
Charts that go up and down and up again
Very careful record-keeping
What kids learn from a WorkTale Book Company book about financial advisors
Every WorkTale book closes with two pages no name-swap personalized book has. First, a "So, what does Mommy, Daddy, or your grown-up do?" page that distills the parent's entire job into one plain-spoken line a child can recite from memory, with no jargon and no job description. Then an "About the Author" page with the parent's real photograph, name, job title, and a short biography blurb, so the illustrated hero is revealed as the real person the child knows. Why the parent is the hero.