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. As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Advisor in Philanthropy® with over 25 years of experience in wealth management, Sheila Jacobs has written a series of books that teaches young readers (pre-k to grade three) 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 learn important lessons about the value of money and the importance of making smart financial decisions. Each book in the series features relatable scenarios and engaging illustrations that are sure to capture the imagination of young readers. In addition to the books themselves, the Jake children's book series also comes with an accompanying teacher's guide, which simplifies the process of using the books as tools to begin teaching students the fundamentals of personal finance. This guide is a valuable resource for educators and parents alike, providing them with the tools they need to teach young readers about money management in a fun and engaging way.

Overall, the Jake children's book series is a wonderful addition to any library or classroom, and I am confident that it will be a hit with young readers everywhere.

Meet the Author

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