Joline Godfrey
Authority on Financial Education, Author of Raising Financially Fit Kids

Topics

Human Capital: Training The Next Generation of Financial Advisors
Raising Financially Fit Kids
Trends in Financial Education for Families of Wealth
Build Business and Retain Existing Clients: Best practices in Financial Education
Raising Children to Compete in the Global Economy
Money and Gender

Travels From
CA

Fee Range
$$$

Joline Godfrey's Key Accomplishments Include . . .
Joline Godfrey is the founder and CEO of Independent Means Inc., the leading provider of financial education products and programs for affluent families and their advisors. She is the author of the groundbreaking new book, Raising Financially Fit Kids, which outlines a developmental approach to financial education. She has also written 3 previous books on money skills for girls and women: Twenty $ecrets to Money and Independence: The DollarDiva’s Guide to Life, No More Frogs to Kiss: 99 Ways to Give Economic Power to Girls, and Our Wildest Dreams: Women Making Money, Doing Good, Having Fun. Media appearances include the "Today Show,"  "Oprah," Fortune, Business Week and New York Times. Joline is a former Polaroid Corporation executive; while there she founded Odysseum, one of the first corporate spin-offs in the ‘80s. She is the subject of a popular Harvard Business School case and the recipient of an honorary degree in business from Bentley College.

More About Joline Godfrey . . .
Entrepreneur, author and speaker, Joline Godfrey is a pioneer in the field of financial literacy for children.  She has created a unique developmental approach to financial  education that gives parents and community leaders revolutionary tools for becoming better money mentors for kids. Her programs outline the ages and stages of the financial apprenticeship and the ten money skills every child should know by age 18. She also teaches about the most effective way to use an allowance as a teaching tool, while clarifying the challenges faced when teaching money management to children. Joline’s speaking style is very interactive and all audience members will go home with an assessment of their child’s current fiscal fitness and new ways to increase their money skills.

Originator of a unique developmental approach to financial education, her work gives families new tools for raising children growing up in the midst of abundance. Her company, Independent Means, offers services and programs for affluent families and the companies that serve them. Independent Means’ clients include Fortune 100 families, leading financial institutions, multi-family offices and boutique investment firms.

Independent Means has developed seminars for parents (Preparing the Next Generation for the Responsibilities of Wealth), programs for young people (DollarDiva and MoneyGuys Workshops; Camp $tart-Up and Summer$tock), as well as an array of tools for families and financial institutions (Money$core; the Human Capital Audit™, etc.)

Godfrey was a Kellogg Leadership Fellow and the recipient of the Leavey Award for Excellence, as well as the Beta Gamma Sigma Entrepreneurship Award. Recognized in features for The Today Show, Oprah, Fortune, Business Week, The New York Times, and more, Ms. Godfrey is a frequent speaker and consultant worldwide.