Our Money Stories: Engineering a Financial Education Content Ecosystem
How a published book became a multi-channel platform — built to address the psychological and systemic barriers that generic financial literacy content misses.
01 / ProblemFragmented financial literacy
Financial literacy content was transactional — a tip here, a checklist there — and it failed to address the psychological and systemic barriers that prevent people, especially in underserved communities, from building lasting financial infrastructure. Most financial education treated money as a math problem. It isn't. It's a trust problem, a history problem, and an access problem.
02 / FrameworkFinancial education as systems-building
I repositioned financial education as a systems-building discipline rather than a content category. That meant developing an editorial framework rooted in financial psychology, behavioral economics, and modular content architecture — content designed to be revisited, built on, and connected across formats, not consumed once and forgotten.
03 / ExecutionA multi-channel content ecosystem
I built a content engineering platform anchored by the book itself — Our Money Stories (2020) — and extended it into a Substack publication, a financial education curriculum, and a digital resource library. Each piece feeds the others: the book establishes the framework, the newsletter sustains the relationship, and the curriculum converts trust into action.
04 / OutcomesA brand anchor and lead engine
- 400% newsletter audience growth since launch
- 11+ years of audience trust as a published author in the space
- Featured in Forbes, PBS, CNBC, NerdWallet, and Nasdaq
- Platform now serves as the primary brand anchor and lead generation engine for consulting and speaking opportunities