Build a Strong Financial Foundation & Manage Your Money with Confidence!

I’m Joel R. Forman,

proud dad of four children & financial expert who’s passionate about teaching kids how to manage their finances


As a dad of four, I know how important it is to make sure your children develop the positive habits they need to thrive as they reach adulthood.

One of the most essential areas that you should focus on helping your kids build strong skills in is managing their finances. This is such a critical component to securing their success as they leave the nest and start their own families.

Recently, I have been teaching my youngest son to start saving and investing his money and have since expanded that to his friend group — all young adults in their early 20s.

My daughter, who is 18, is extremely interested in learning from me and has said she wishes they taught the topics I cover in high school.

Many parents struggle with teaching their kids the importance of managing their finances responsibly. It can be challenging to find the best ways to pass along that financial knowledge to your children, especially if you didn’t develop financial literacy as a young adult. And sometimes it can be quite difficult to get your kids to even listen to you when you’re trying to teach them about finances.

But without these key skills, your children are much more likely to make poor financial decisions, rack up debt, and live paycheck to paycheck as they reach adulthood.

With more than 30 years of experience in financial roles within corporate America and managing budgets as large as $1 billion, I’ve taken my experience and knowledge and shared EVERYTHING in my Forman’s Financial Facts financial literacy blueprint. I want you to have all of the tools you need to help your kids learn the financial concepts and cultivate the skills they need to develop strong life-long habits around money.

Forman’s Financial Facts is designed to teach young adults the financial concepts and skills they need to thrive.

When your kids adopt solid financial habits, they are able to secure a positive future for themselves and their families, experience less stress, and build wealth for future generations.

The Forman’s Financial Facts Blueprint focuses on the 8 essential financial concepts needed to secure a strong financial future:

💰 Personal budget

💰 Basic savings methods

💰 Basic investment methods

💰 Retirement planning

💰 Building your credit

💰 Primary loan types

💰 Life insurance — whole life and term life

💰 Planning for your children’s college

Each Forman’s Financial Facts Blueprint section is now available for sale individually!

Choose the Forman’s Financial Facts Blueprint Section That Meet Your Needs

Personal Budget



Basic Savings Methods



Basic Investment Methods



Retirement Planning



Building Your Credit



Primary Loan Types



Life Insurance – Whole Life and Term Life



Planning for Your Children’s College



Who Can Benefit From the

Forman’s Financial Facts Financial Literacy Blueprint?


15-24 years olds and their parents will find this resource particularly useful. However, anyone who would like to build their financial knowledge and manage their finances with confidence will benefit!


“After reading through Forman’s Financial Facts, I wish I could go back in time and hand this to my younger self! Joel presents the most essential financial concepts in an easy-to-digest format that will resonate with the entire family. Joel has been able to single-handedly fill a major gap within the basic educational curriculum: financial literacy and competency. I highly recommend this not only for students but for parents as well. This all-encompassing blueprint will set the stage for financial success for years to come.”

Andrew Macieira, Elite Marketing Solutions

“One of the most important things my wife and I did for our relationship was to get on the same page financially. It is crucial to set systems in place and adopt the right habits that lead to financial independence. The best way to get the correct financial blueprint in place is to learn from someone who lives and breathes this stuff. Joel Forman is that guy. If you’re looking to get your finances in order so you can build wealth, reach out to Joel.”

Matt Zaun, Matt Zaun, LLC

“Managing your finances can be a complex and sometimes nerve-racking process. It’s difficult to find the information you need to do things the correct way without making mistakes. That’s why I was excited to see that Joel created his financial literacy blueprint and supplemental training platform because they take all of those hard-to-understand concepts and make them a lot easier to comprehend. Joel gives you the tools you need to make sound financial decisions and build wealth. If you’re looking for guidance to help you responsibly take charge of your finances, I would definitely recommend checking out Joel’s blueprint and training platform!”

Jaclyn Baldovin, Radiant Digital Solutions

Ready to help secure your financial success?

Get immediate access to the Forman’s Financial Facts Blueprint section(s) of your choosing to help your young adult develop strong financial habits and begin building wealth!


© [Joel R Forman], 2021. No part of the materials available through the [] site may be copied, photocopied, reproduced, translated or reduced to any electronic medium or machine-readable form, in whole or in part, without prior written consent of [Joel R Forman]. Any other reproduction in any form without the permission of [Joel R Forman] is prohibited. All materials contained on this site are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published or broadcast without the prior written permission of [Joel R Forman].

Please read the Privacy Policy.