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Financial Planning is a Lifelong Process

That's why The FA Infinity Lifelong Learning Symbol is illustrated as an “infinity” sign, representing a continuous cycle. Once you've addressed the elements of Getting Organized and Financial Planning and learned the secrets and essential principles of smart money – the foundation to personal finance knowledge – it's simply a matter of reviewing them regularly and updating areas that require attention.

Staying Organized & Planning Wisely are Keys to Financial Success

Short of winning the lottery or inheriting millions, few people attain and maintain financial success and security without forethought, a strategy, and ongoing management. Learn this powerful simple process to make better everyday money decisions so you have the best chance of watching your personal and family dreams become a reality.
Below you will find a sampling of Improving Financial Awareness & Financial Literacy tools, content, articles and publications for:
  • You & Your Family - to make better  informed lifelong money decisions to buildwealth for a better life.
  • The Financial Services Professionals - such as attorneys, accountants, bankers, trust officers and private fiduciaries, realtors, insurance brokers and agents, investment brokers and agents, wealth managers, financial advisors, benefit by acquiring new business from more informed and motivated clients.
  • Government Officials, Employers & Association Leaders – to help solve a major social challenge revolving around the Lack of Financial Awareness along with the Financial Illiteracy Epidemic while growing you economy and reducing your social welfare costs.
  • Universities & Colleges – benefit by helping to financially educate students, faculty, staff, and alumni, to make better lifelong informed money decisions so they are less financially stressed, more productive at work, and live out enjoyable successful lives.  This will also lead to them becoming more philanthropic with increased donations, planned gifts, and bequests to their schools and other worthy causes.
    • Key Financial Literacy Definitions  
     

    The Improving Financial Awareness & Financial Literacy Movement Report & Magazine ™ The Movement began in the USA over a decade ago; global financial literacy initiatives are increasing; we are contacted regularly for assistance, content, and ideas from around the world.

    In 2018 we began The Improving Financial Awareness & Financial Literacy Movement in several East African Countries. This will touch 150 million people; modeled after our work in the US. In 2020 we began The Movements in West Africa, Brazil, and India. We now have The Movement developing within 10 countries and 4 continents. We also have initiated development activities and discussions for The International Improving Financial Awareness and Financial Literacy Research Centers within more than 12 Universities, (and growing) domestically and internationally. They are planning on taking leadership roles within the countries and community’s improving financial awareness and financial literacy activities.
    The Improving Financial Awareness & Financial Literacy Movement Report & Magazine™ The Movement provides a sampling of the community participation, including supporting proclamations from more than 20 US state governors, leading financial service, planned giving, and nonprofit associations and their professionals, a comprehensive collection of reports including how financially literate each state and country is, and what they are doing and so much more.
     
    How Improving Financial Awareness & Financial Literacy Can Increase Your Bottom Line
    For CPAs, Attorneys, CFPs, Wealth Managers and other financial service and nonprofit professionals.
     
    For The People - The General Public
     Supporting Improving Financial Awareness & Financial Literacy Is A Winning Opportunity For All
     
    Program Overview / Planner
    This provides an overview of The Movement and some great planning tools
    Video & Slides
    Introduction Video
    Note Slides
    Slide Deck
    Background on The Movement & Sample Proclamations
    This provides you the materials to secure a Proclamation from your elected officials celebrating The Movement In Support of Improving Financial Awareness & Financial Literacy Movement for
    • April is Financial Literacy Month in (State, Country, City)
    • October is Estate & Gift Planning Awareness Month in (State, Country, City)
     
    Serving as an Ambassador, Strategic Partner or Volunteer Overview & Application
     
     

    The Movement began in the USA over a decade ago, celebrating a semi-annual personal finance content media blitz built around two strategic campaign venues celebrating,
    • April as Financial Literacy Month and
    • October as Estate & Gift Planning Awareness Month.
    Global financial literacy initiatives are increasing; we are regularly contacted for assistance, content, and ideas from around the world. In 2018 we began The Improving Financial Awareness & Financial Literacy Movement in several East African Countries that will touch ~ 150 million people; modeled after our work in the US.

    In 2020 The Movement expanded into Ghana-West Africa, Brazil, and India. We now have activities developing in over 5 continents within over a dozen countries. We also have initiated development activities for The International Improving Financial Awareness & Financial Literacy Research Centers in over a dozen Universities, domestically and internationally to take leadership roles in The Movement. Please join us!!!

       
    The Movement Worldwide
    The Youth Movement-Concept Note
    The Youth Movement Executive Summary / Overview
     
    The Movement in Africa
    Overview - The Movement in African Countries
    The Movement in Kenya
    The Movement in Uganda
    The Movement in Tanzania
    How to Change the World with Better Financial Awareness & Financial Literacy. This international article was written by Michael Ochieng Nyawino Executive Director of COHECF-KENYA a TFAF Ambassador from Kenya
     
    The Movement in Ghana
    The Movement in Lesotho
    The Movement in Nigeria
    The Movement in Somalia
    The Movement in South Africa
    The Movement in Zimbabwe
    The Movement in Brazil
    Document in English  
    Document in Portuguese
     
    The Movement in India
     
    Some Questions to Ponder – Share this with your family and friends. This is a Financial Literacy Quiz we developed years ago when we were a regional CPA firm. We would give this to clients in the waiting room while they were awaiting their annual tax interview. Most people answer yes to less than half these simple questions. This usually is concerning l and opens the door to questions and conversation to work needed to help get their financial house in-order. It’s a GREAT practice builder for CPA and financial service professionals. In the spirit of improving financial awareness and financial literacy financial and nonprofit professionals you are welcome to put this on your own letterhead.
     
    TFAF-12 Month Financial Fitness Plan
     Personal finance doesn’t have to be daunting or overwhelming; try the TFAF-12 Month Financial Fitness Plan This can be used in a similar way at the Questions to Ponder noted above. In the spirit of improving financial awareness and financial literacy you are welcome to put this on your own letter head.
     
    NOW is the TIME for some CREATIVE THINKING & PROBLEM SOLVING
     We believe that NOW is the TIME for some CREATIVE THINKING for you and your family – for dealing with the Medical Crisis and emerging Economic / Financial Crisis!!! from a personal, business, local, national and global perspective.

     
    TFAF- Problem Solving Gift
    This defines The VERY BIG PROBLEM and offers a realistic solution.
     
    Current Edition of - TFAF Personal Finance Publication Set EVERYONE needs to be financially literate and empowered to make better everyday money decisions. If not how are they are going to have any chance of living out a quality life, reach and maintain their personal and family financial dreams, and live out a debt free and secure financial future? Without this empowerment, many many people become a burden on family and friends, employers, local nonprofits and the ultimate safety net the local and federal government. You can visit this link to receive your FREE copy of the TFAF Personal Finance Publication Set – that includes smart money secrets and the essential principles to smart money management – the foundation to personal finance knowledge.

    These are very special empowerment tools, not a Do-It-Yourself-Kit, it is a powerful tool to empower people to make better informed lifelong money decisions and to use and to work with financial professionals & product providers to get the best results from time & money.
    If you are a financial service professional this is also a great tool to use with your clients.
     
    Sample Articles for Financial Literacy Month (April) & Estate & Gift Planning Awareness Month (October) or any other time
    Organization & Planning are YOUR KEYS to Financial Success
    It’s time to protect your family & your future
    Let financial planning make your difference
    Exposing kids to personal finances
    Charitable gifts come in many forms
    Cost-Cutting Money-Making Game
    Starting Your Own Business
    Financial Advisors / Product Providers - Select Carefully
    Current Library of ½ Page Tabloid Size the YFP System & Life Events Features Columns
     

    We have four dynamic and powerful 90 minute scripted PowerPoint presentations, which can be accompanied by the TFAF Personal Finance Publication Set, to provide the viewer with a memorable lifelong learning experience. They have been used domestically and internationally as content for classroom interaction, webinars and conferences, regional and community workshops, and as in house employee and member benefits as improving financial awareness and financial literacy programs.
     
       
    The Financially Green Organization Certification Program
     Financially Green Organization means “doing the right thing financially” for employees, members, students, faculty, alumni, municipality residents, customers, prospects, patrons and the general public while actively supporting and working toward improving financial awareness and financial literacy.
    Program Executive Summary / Overview
       
    Sample Flyer
       
    Sample Presentations  
    Axis Pension – The FA Association Rethinking Personal Financial Management, and Introduction to The Building Blocks to Successful Financial Planning Presentation Series & The Movement
       
    KLS Legacy Foundation-USC Emeriti Center & College – Intro to The Movement & The Building Blocks to Successful Financial Planning Presentation Series
       
    TFAF- The Your financial PARTNER Educational Program™ Executive Summary & Overview

    Public Schools as well as Universities and Colleges are in a strategic position to materially improve the lives of its students, alumni, faculty and administrative personnel, and supporters. This happens through their current education programs and through a new addition to life-long learning and a life-long connection to the people that make up their community.

    By providing graduating students, faculty and administrative personnel, alumni, and supporters (The Community) access to the Your financial PARTNER University / College Program™ you are building a lifelong bond and social media connection while giving your community the secrets of smart money and essential principles to smart money management - the foundation to personal finance knowledge. This is an excellent life-long learning program for graduating students, faculty and staff, and alumni while helping with development efforts at schools you touch.

    These have been piloted at the University of Miami - School of Law for its graduating class, the student athletes at Sonoma State University to its graduating athletes, and (USC) University of Southern California Emeriti College, and Miami Dade College which launched the first Improving Financial Awareness & Financial Literacy Student Club.

    We’ve established the first The International Improving Financial Awareness & Financial Literacy Research Center at Makerere University in Uganda.

    This is a great gift program for graduating students, faculty and staff, and alumni at universities and colleges you touch, following on with semi-annual updates during each April and October!

    There is a ‘Completely Free quality program and it’s presented by your financial service alumni and can be recorded and edited on campus so you can control the message and content!!!

    Several TFAF Ambassadors are exploring using elements of the collegiate programs at high schools.

    Executive Summary Overview
    University of Southern California (USC) Emeriti College  Improving Financial Awareness & Financial Literacy Page

    The International Improving Financial Awareness & Financial Literacy Association at the University of Ghana Business School (The FA Association)
     

    Building Your Estate Planning Practice: Marketing Services with Marty Shenkman

     This program is designed for practitioners (estate planners, attorneys, wealth advisers, insurance brokers, etc.) and will address how advisers can educate current and prospective clients on the importance of financial, and estate planning. This Webinar will present and discuss a consumer PowerPoint webinar which can be used in this process. The objective of the program will be to guide practitioners on how to educate your local community market their services, especially at a time when many consumers mistakenly believe that estate and gift planning is not relevant or not important because of the high tax exemptions. The handout materials will include the actual PowerPoint which practitioners can customize and use in educating your local community marketing their practices.
     

     
    White Paper - We Have a Lack of Financial Awareness & Financial Illiteracy Epidemic
    that Requires Immediate Attention
    Annual Wealth Advisor Confidence Survey – Report
    TFAF- Improving Financial Awareness & Financial Literacy Background Resources
    TFAF- Improving Financial Awareness & Financial Literacy Movement Report & Magazine
    TFAF- Key Financial Literacy Definitions
    Financial Literacy Month
    Estate & Gift Planning Awareness Month
     
     
    The Financial Awareness Foundation, a 501(c)(3) nonprofit, is on a mission is to significantly help solve a major social problem dealing with the lack of financial awareness and financial literacy. The Foundation has taken a leadership role in The Improving Financial Awareness & Financial Literacy Movement, with its semi annually concentrated personal finance content media blitz through the strategic campaign venues of
    • April as Financial Literacy Month
    • October as Estate & Gift Planning Awareness Month
    The goal is to touch and encourage everyone at least twice a year to get and keep their financial house in order with current financial, estate & gift plans.
    TFAF Brochure
    Fact Sheet
    The Financial Awareness Foundation Introduction
    IRS Determination Letter
    Serving as an Ambassador, Strategic Partner or Volunteer Overview & Application
    TFAF Annual Report
       
    Valentino Sabuco - Executive Director for The Financial Awareness Foundation that has helped pioneer the ‘fee-only’ the personal and business financial planning profession over the last 40 years as a principle of CPA firms and through his private practice, syndicated columns, books and publishing and nonprofit activities.
     
    Organizations and individuals are never required to financially support The Financial Awareness Foundation in any way. They do not pay any marketing or membership fee, or make a contribution in order to participate in the important improving financial awareness and financial literacy movement, campaigns and programs. And we develop and distribute high quality materials at ‘NO Cost’. But as a 501(c)(3) nonprofit organization, financial support and contributions are always welcomed and very much appreciated.

    Please let us know if you would like any additional information and if we can assist you in any way. Wishing you all the very best,
    Valentino Sabuco, Executive Director
    501(c)(3) Nonprofit Dedicated to Significantly
    “Improving financial awareness & financial literacy…”
    v.sabuco@TheFinancialAwarenessFoundation.org
    Office 707.586.8620  |  Direct 707.322.1597  
    959 Golf Course Drive, #273, Rohnert Park, Sonoma County, CA, USA  94928
    www.TheFinancialAwarenessFoundation.org 


    We believe having better knowledge of personal finance changes your world and the world around you . . . FOREVER!