Money Mentor®
Companies
The home of The Money Mentor®, Money Mentorville, Money Mentor Kids, Money Mentor Schools, Money Mentor Vets and Military and Money Mentor Foundation. All production work is done internally, by Money Mentor Productions, and Kerry Lee Media.
Money Mentor is a technology and financial literacy company offering 10 online, facilitated programs designed to teach kids and adults essential skills and mindsets for financial success. Programs cover technical skills, mindset development, self-esteem, and comprehensive financial education, including detailed vocabulary, foundational concepts, and strategies for making money work for you.
Money Mentor offers multiple ways of learning Financial Literacy
From the Money Mentor® App
To Online membership courses designed from the 5th grade to Adults
Choose a Financial Literacy Studio That's Safe
We specialize in teaching Financial literacy and not trying to make a sale.
Money Mentor is education only. We only sell content, coaching and software.
All services are included in our programs at a single price.
We can refer you to our partner companies if you need an agent or more information for implimenting an idea.
In the programs geared towards our Adult Audience,
We can help you learn and understand the following:
Understanding your habits and the benefits of making and following Your Own Personal Spending Plan
Classes include: Basics of Money and Banking
Understanding different types of currency and payment methods
Introduction to banks, credit unions, and online banking
How interest works (savings vs. loans)
Budgeting and Planning
Creating and maintaining a personal budget
Tracking income, expenses, and savings
Understanding needs vs. wants
Setting short-term and long-term financial goals
.
Saving and Investing
Importance of saving and building an emergency fund
Basics of interest and compound interest
Different types of investment options (stocks, bonds, mutual funds)
Introduction to retirement accounts (401(k), IRA)
Learn from Professionals.
Understanding the importance of time value and money
Credit and Debt Management
How credit scores work and why they matterUnderstanding loans, interest rates, and repayment termsCredit cards: benefits, risks, and responsible useStrategies for managing and reducing debt
Income and Employment
Types of income (wages, salary, freelancing, passive income)Basics of taxes (income tax, payroll tax, deductions)Reading a paycheck and understanding deductions Exploring entrepreneurship and side hustles for income
Money Mentor®
Classes example
Our clients love their Classes
Smart Spending and Consumer Awareness Making informed purchasing decisions
The impact of lifestyle choices on finances
Understanding marketing tactics and consumer rights
Evaluating the true cost of ownership (e.g., cars, houses)
Risk Management and Insurance
Types of insurance (health, auto, life, property)The role of insurance in protecting assets
Basic concepts of risk and how insurance mitigates it
Financial Goal Setting and Planning for the Future
Creating and adjusting financial plans based on life stages
Education funding (student loans, scholarships, savings plans)
Retirement planning and the impact of starting early
Estate planning basics: wills, trusts, and inheritance
'Financial Tools and Technology
Using apps and software for budgeting and investing
Online security practices for managing personal finances
Introduction to digital currency and fintech trends
Behavioral Finance and Money Mindset
How emotions impact spending and saving habits
Understanding financial stress and developing healthy habits
Tips for building a positive money mindset
About us
We're a team of professionally trained and certified people.
We do Financial Literacy training every single day.
Our Location
Mailing Address and Offices:
548 Market Street,
San Francisco, Ca 94104-5401
Phone number
415 429 0004
© Money Mentor Foundation and Money Mentor Productions 2024 2025. Built With by Kerry Lee Media and Money Mentor Productions. All Rights Reserved.