The Financial Literacy Project
“A truly remarkable and life changing evening.” — Calvin C.
“You’re doing great and important work.” — Jeanne T.
“I truly benefited from the seminar. The range of information and issues covered touched so many. Personally, I gathered tips on everything! Looking forward to your next presentation!” — Sara S.
The Financial Literacy Project promotes prosperity and well being through one-on-one coaching and educational events in community bookstores, public libraries, and through teleconferences, featuring top experts in personal financial planning. The Project is a non-profit, volunteer effort designed to make basic financial and investment information and education available to the public at large, including under-served consumers, while helping strengthen local communities.
To date, The Financial Literacy Project has held some 30 public events in the San Francisco Bay Area, with more on the way. Our list of experts continues to grow, and we have received inquiries from out-of-state professionals about holding similar events in their areas. This year, we will launch our first public tele-seminars.
The original idea for the Project came from Pilgrim’s Way, a small, independent bookstore in Carmel-by-the-Sea, California. Owners Paul Fridlund and Cynthia Fernandes have long offered the services of consultants to their store visitors. Customers pay for time with the consultant, and the bookstore splits the revenue with the consultant. Recently, Paul and Cynthia decided to branch out and offer a wider array of consultants, including financial planning.
I was fortunate to be invited to join their roster of in-house experts in my capacity as a personal financial planner in the spring of 2008, and I’ve experienced first-hand how everyone can win in this sort of arrangement. Consumers gain valuable knowledge, experts garner public exposure, and bookstores and libraries boost patronage.
If you have an interest in participating in this project, please contact me at