Financial Literacy for Teens
by Jamie Bosse, CFP®, RFC, CCFC
Enjoy these free resources, including Return On Life Assessment and a complimentary 1:1 session with Jamie.
Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.
Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants. She is a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City Chapter of the Financial Planning Association.
Download with Better Quality Here: Money as You Grow Milestones
Download For Better Quality Here: Money as You Grow Age Groups
Download Jamie’s presentation Money Tips for Teens BBM 11-2-22
Return on Life (ROL)
The majority of our industry focuses on performance, otherwise known as return on investment. With our clients, we use a much more effective approach called Return on Life™. The result of this ROL-centered approach is that our clients are able to live the best lives possible given the money they have.
With ROL, you don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you will write your own. ROL puts quality before quantity by managing your assets in a way that improves your life and provides peace of mind and confidence.
Thank You for attending! We’ll be sure to keep in touch!
Meet Money Boss Mom, Jamie A. Bosse
Meet Jamie A. Bosse, CFP®, RFC Jamie is Lead Financial Planner at Aspyre Wealth Partners®. In her work at Aspyre she meets with many parents of young children, helping them navigate the financial aspects of what can be an overwhelming time in their lives. Things like...
Jamie Talks About Her Inspiration Behind Milton The Money Savvy Pup!
In case you missed it, Jamie Bosse, CFP® RFC, recently published her first children's book, Milton The Money Savvy Pup: Brings Home The Bacon! Here's a quick look into why she decided to write the book and what you can expect from Milton! Joni: What is the story...