About Us
The Need
Parents want the best for their children, but despite good intentions, many children reach adulthood with limited financial knowledge. Without prior exposure to, or familiarity with, personal finance, generations have lacked the confidence and the capabilities to achieve financial well-being.
“An investment in knowledge pays the best interest.”
– Benjamin Franklin
The Impact
With experience and familiarity, children and young adults develop the self-confidence to engage in behaviors that help them meet their goals and achieve financial well-being.
Financial well-being according to the Consumer Financial Protection Bureau:
Having control over day-to-day and month-to-month finances
Having the capacity to absorb a financial shock
Being on track to meet financial goals
Having the financial freedom to make choices to enjoy life
Why Financy?
The Financy curriculum provides practical instruction that makes learning about personal finance engaging, interactive and even fun. Yes – fun! Your children are already economic decision makers. The nine-course curriculum focuses on offering foundational information on career, income, banking, taxation, saving, investing, credit, home finance, insurance and retirement.
Knowledge alone does not always equate to behavior. The curriculum includes on and offline activities that allow kids to practice key financial literacy skills.
As your family engages with the curriculum, it will spark additional and ongoing conversations, allowing parents to shape their children’s financial values.
Nancy Wheeler – Founder
Nancy has been presenting personal finance workshops to high school and college students for over 20 years. Her passion for educating children on personal finance inspired her to establish a financial education company and to make her curriculum available online.
Before starting Financy, Nancy worked as a consultant helping leading businesses develop and execute strategic plans. Nancy received her MBA from Columbia Business School.
Representative clients have included:
Jack and Jill of America, Incorporated,
The Archdiocese of New York,
South Orange Public Schools,
Millburn Public Schools,
Alpha Kappa Alpha Sorority, Incorporated,
Delta Academy, sponsored by Delta Sigma Theta Sorority, Incorporated
Baruch College,
Maplewood Public Library
A Note from Nancy
Like many young people, I made a lot of money mistakes when I was starting out. I watched my friends do the same. Really smart people in great jobs who didn’t know the first thing about how to manage scarce resources or plan for the future. We all lacked the fundamental knowledge on how things work. I realized the importance of mastering personal finance and it quickly became one of my passions.
As a personal finance fanatic and educator, I thought it would be easy to impart my knowledge and life experience to my children. But teaching moments became torture sessions. I needed a better game plan. I had to find ways to make the material fun and engaging for my own children, while still imparting important personal finance concepts. After years of developing something for my kids, I wanted to make it available to other parents.
This parenting game is hard. We can also use a bit of help.
I look forward to supporting you every step of the way.
– Nancy Wheeler
Founder and Mom
Personal finance for kids
We make learning about personal finance engaging, interactive and fun!
Financy is a personal finance company dedicated to advancing financial capabilities in children, teens and young adults.