Financial Education | Your Money Counselor

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Kiki Jacobson LCMHC-A, MEd, CFEI

kiki@yourmoneycounselor.com

Call or Text 910-213-1771

Financial Education

What Is A Financial Educator ?

A financial educator provides encouragement, builds accountability, and promotes reflection – but it is the learner who takes ownership of the decision-making process.

Financial educators are responsible for teaching financial concepts, building knowledge, and empowering learners to make their own informed decisions. In contrast, financial advisors are licensed professionals who provide personalized financial advice, including specific investment recommendations. Financial educators never give financial advice in their role as an educator.

As a financial educator my goal is not just to transfer knowledge but to change behaviors, build confidence, and influence real-life financial decisions. The distinction between information and education is critical. Information alone stops at exposure. Education, by contrast, builds critical thinking, decision-making ability, and lasting financial habits.

Working With You

I partner with organizations, corporate offices, schools, and community programs to deliver engaging, practical education on financial wellness and literacy, supporting individuals in building sustainable financial knowledge and confidence.

Everything I create can be customized to meet stakeholder’s needs.

For questions or if you're ready to book a consultation to see how I can best support your organization, program, or community click: CONTACT

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