81% Feel Empowered To Influence Their Life
122% Increase in Investing Confidence
78% Think More Creatively About Their Futures
WHAT TEACHERS SAY
"As a counselor, I see firsthand how financial literacy is a missing piece in our students' education. Many come from families where saving or investing isn’t discussed, and money feels like something to spend, not something that can grow. This program is helping them shift that mindset and see financial planning as an opportunity, not an obstacle."
—Emi, Westbrook Academy
Creating Positive Impact Through
Financial Inclusion
86% of students qualify for free or reduced-price lunch
50% of students didn’t have a bank account when the program started
96% of students had no investments before Gifted Savings
Pilot Details
STEP 1
Every Westbrook senior received a gifted investment portfolio valued at $1,000.
Thanks to the generosity of an anonymous donor, every senior at the high school received a diversified $1,000 portfolio composed of equities, fixed income, and bitcoin.
Students can track their gifted investment portfolios in real time by logging into our custom-built web app, giving them a real-world introduction to investing.
STEP 2
Essential Hands-On Investment Education
Students tracked their portfolio growth while completing short, engaging activities.
These tasks helped students explore the long-term growth potential of their investments and reflect on how to align their financial decisions with their personal goals.
STEP 3
