About the Books

The Jake children's book series is a delightful and engaging set of books that is aligned with several standards for Personal Finance Education. The author, Sheila Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Advisor in Philanthropy® with over 25 years of experience in Wealth Management.

The series introduces young readers (pre-k to grade three) to the fundamentals of saving, spending, and earning, all while being entertained by a cast of charming characters.

Inspired by her family life on the farm with her grandparents, who were farmers and wonderful stewards, the overall themes of the series are saving and sharing. Through the adventures of Jake and his friends, young readers are introduced to the value of making smart financial decisions.

Each book in the series features relatable scenarios and engaging illustrations to capture the imagination of young readers. 

 

Meet the Author

Committed to bridging the gap in financial knowledge in underserved households.