Elevated Strategies LLC
Financial
Literacy &
Entrepreneurship
Programs
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TOPICS COVERED
▸ Needs vs. Wants — understanding financial priorities
▸ Budgeting basics and fixed vs. variable expenses
▸ Banking: checking vs. savings accounts
▸ Saving strategies and emergency fund planning
▸ Credit and debt fundamentals
▸ Taxes: gross vs. net income explained
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TOPICS COVERED
▸What is a business and how businesses make money
▸Revenue vs. profit — understanding the difference
▸Pricing basics: cost + markup = selling price
▸Simple marketing and identifying target audiences
▸Mock business creation with real financial planning
▸Optional: Mini Shark Tank presentations
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TOPICS COVERED
▸Percentages in real life: discounts, tips, tax rates
▸Budgeting math and allocation by percentage
▸Interest calculations on loans and savings
▸Paycheck simulations — gross vs. net income
▸Real-world problem-solving scenarios
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TOPICS COVERED
▸Filing taxes — W-2 and 1040 basics
▸Understanding credit scores and how to build credit
▸Renting an apartment: total costs and what to expect
▸Bank accounts and basic financial tools
▸Building a monthly budget on a starting salary
▸Student loans and debt management basics
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Indeed.
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✔️In-school classroom sessions during school hours
✔️After-school program delivery
✔️Summer camp and enrichment programs
✔️Community organization and youth center programming
✔️Virtual delivery available upon request
✔️All materials provided — worksheets, handouts,slides
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Our Financial Literacy Programs are eligible for government-funded education & workforce contracts.
Elevated Strategies PA, LLC
Financial Literacy & Entrepreneurship Programs
Serving Schools, Youth Programs & Community Organizations Across the Pocono Region and Beyond
SAM.gov Registered · UEI: XTBLDW1S9SV6 · CAGE Code: Active · WOSB Certification In Progress
Elevated Strategies PA, LLC is a Pennsylvania-based business consulting and financial literacy education firm. With degrees in accounting and finance, hands-on experience as a math educator, and active business ownership, we bring rare real-world expertise to every program — closing the gap between classroom theory and the financial skills students actually need.
Finance & Accounting Degrees
Academic rigor and real financial knowledge embedded in every lesson
Former Math Educator
Complex concepts made accessible and engaging for middle and high school students
Active Business Owner
Real-world application through Elevated Flowers — students learn from someone building a business now
Our Programs
1. Financial Literacy Fundamentals
Grades 5–12Topics Covered
- Needs vs. Wants — understanding financial priorities
- Budgeting basics and fixed vs. variable expenses
- Banking: checking vs. savings accounts
- Saving strategies and emergency fund planning
- Credit and debt fundamentals
- Taxes: gross vs. net income explained
Student Outcomes
- Create and manage a personal monthly budget
- Understand why and how to save money
- Know what taxes are and how they affect income
- Build healthy money habits early in life
2. Teen Entrepreneurship Program
Grades 6–12 · High DemandTopics Covered
- What is a business and how businesses make money
- Revenue vs. profit — understanding the difference
- Pricing basics: cost + markup = selling price
- Simple marketing and identifying target audiences
- Mock business creation with real financial planning
- Optional: Mini Shark Tank presentations
Student Outcomes
- Start and structure a viable business idea
- Understand pricing, profit margins, and costs
- Present a business concept with confidence
- Connect entrepreneurship to financial independence
3. Real-Life Math Application Program
Grades 6–10 · Curriculum-AlignedTopics Covered
- Percentages in real life: discounts, tips, tax rates
- Budgeting math and allocation by percentage
- Interest calculations on loans and savings
- Paycheck simulations — gross vs. net income
- Real-world problem-solving scenarios
Student Outcomes
- Apply math skills to real financial situations
- Understand how percentages affect money decisions
- Connect classroom math to life outcomes
- Directly aligned to school curriculum standards
4. Adulting 101 Workshop
Grades 10–12 · Transition ProgramsTopics Covered
- Filing taxes — W-2 and 1040 basics
- Understanding credit scores and how to build credit
- Renting an apartment: total costs and what to expect
- Bank accounts and basic financial tools
- Building a monthly budget on a starting salary
- Student loans and debt management basics
Student Outcomes
- Understand the financial responsibilities of adulthood
- Know how to read a paystub and file basic taxes
- Make informed decisions about renting and credit
- Leave school with a real financial survival kit
Pricing Summary
| Program / Format | Duration | Sessions | Investment Range |
|---|---|---|---|
| Pilot / Intro Workshop | 1 session (45–60 min) | 1 | $300–$500 |
| Single-Day Workshop | Full day | 1 | $500–$1,000 |
| 4-Week Program | 4 weeks | 8 (2x/week) | $1,500–$3,000 |
| 6-Week Program | 6 weeks | 12 (2x/week) | $2,500–$5,000 |
| Full Semester Package | Custom / ongoing | Custom | $5,000+ |
| Parent Workshops | 1 evening session | 1 | $20–$50 per attendee |
| Business Sponsorship | Sponsor funds full program | Full program | Starting at $2,000 |
* Pricing varies by group size, length, and customization. Grant-funded and nonprofit pricing available upon request.
Delivery & Credentials
Flexible Delivery Options
- In-school classroom sessions during school hours
- After-school program delivery
- Summer camp and enrichment programs
- Community organization and youth center programming
- Virtual delivery available upon request
- All materials provided — worksheets, handouts, slides
Government Contracting
- SAM.gov Registered & Active
- UEI: XTBLDW1S9SV6
- CAGE Code: Active
- NAICS: 611710 · 541611 · 541618
- WOSB Certification In Progress
- Eligible for government-funded education & workforce contracts