Stage 1 · Age 15
Allana's Wake Up Call
From Labels to Legacy
Conversation themes
- Identity
- Influence
- Money mindset
- Choices
- Possibility
- Purpose
The Allana Series for Schools & Institutions
Financial Education Is About More Than Teaching the Numbers.
The Allana Series uses story to help young people and families explore the decisions, beliefs, responsibilities, and conversations that can shape their financial lives across generations.
Because before young people can build wealth, they need opportunities to understand what they’re building it for.
Download the institutional overview (PDF) — a two-page summary you can review or forward internally.
15
Allana's Wake Up Call
Awakening
The educational approach
Financial Life Readiness Often Starts With the Tools. Allana Starts With the Thinking.
Traditional financial topics
The conversations around them
Financial tools matter. But young people also need opportunities to understand the beliefs, decisions, relationships, and responsibilities surrounding those tools.
The Allana Series uses story to help begin those conversations.
Some Lessons Are Easier to Understand When You Can See Them Unfold.
A definition can explain a concept.
A worksheet can test understanding.
But a story allows a reader to see choices, consequences, relationships, setbacks, growth, and responsibility unfold over time.
Through Allana’s journey, readers can explore financial and legacy concepts through the life of one person as she moves from adolescence through adulthood.
This gives educators, mentors, parents, and program leaders a starting point for conversations that might otherwise feel abstract or difficult to begin.
- Story
- Reflection
- Conversation
- Application
One Character. Six Life Stages. A Multigenerational Perspective.
Rather than looking at financial decisions at a single moment in life, The Allana Series allows readers to see how priorities, responsibilities, and legacy questions evolve over time.
Stage 2 · Age 25
Allana's Legacy
Building Through the Storm
Conversation themes
- Independence
- Early financial decisions
- Responsibility
- Resilience
- Building
- Consequences
Stage 3 · Age 35
Allana's Dynasty
Raising Legacy, Not Just Children
Conversation themes
- Parenting
- Family values
- Teaching
- Generational thinking
- Responsibility
- Leadership
Stage 4 · Age 45
Allana's Estate
Trusting the Legacy
Conversation themes
- Preparation
- Protection
- Family communication
- Planning
- Responsibility
- Continuity
Stage 5 · Age 55
Allana's Inheritance
Stewarding the Legacy
Conversation themes
- Inheritance
- Stewardship
- Responsibility
- Preservation
- Decision-making
- Generational transfer
Stage 6 · Age 65
Allana's Full Circle
The Legacy Continues
Conversation themes
- Reflection
- Wisdom
- Transfer
- Family conversations
- Purpose
- Living a legacy
One Series. Multiple Ways to Create Conversation.
Classroom discussion
Use selected Allana stories to introduce or reinforce conversations around financial life readiness, decision-making, responsibility, and long-term thinking.
Youth programs
Use the stories in mentoring, leadership, life-skills, after-school, summer, and youth-development environments.
Family engagement
Create opportunities for students and caregivers to continue selected conversations at home.
Book clubs & reading groups
Use individual books or the complete journey for facilitated group discussion.
Financial life readiness initiatives
Pair the stories with existing financial education programs to add a human and multigenerational perspective.
Community & faith-based programs
Use the series to support conversations about responsibility, stewardship, family, purpose, and legacy.
The Conversation Doesn’t Have to Stop With the Student.
Financial beliefs and behaviors don’t develop in isolation.
Young people learn from what they hear, observe, experience, and discuss within families and communities.
The Allana Series creates opportunities to extend selected conversations beyond a classroom or youth program.
- Student
- Educator
- Parent/Caregiver
- Family
A shared story can give different generations a common starting point for conversations about money, choices, responsibility, and the future.
Designed for Organizations That Want to Start Better Conversations
- Schools
- School Districts
- Libraries
- Youth Organizations
- Nonprofits
- Churches
- Community Organizations
- Mentoring Programs
- After-School Programs
- Summer Programs
- Family Engagement Programs
- Financial Life Readiness Initiatives
- Homeschool Communities
Let’s Find the Right Fit for Your Organization.
Institutional needs vary by audience, program size, age group, quantity, and intended use. Rather than offering a one-size-fits-all package, organizations can contact The Allana Series to discuss the appropriate books and resources for their program.
Bulk book orders
For organizations interested in purchasing multiple copies of individual titles or books across the series.
Program use
For organizations exploring how The Allana Series could complement an existing financial life readiness, youth development, mentoring, or family engagement program.
Speaking & facilitated conversations
For organizations interested in exploring an author presentation, facilitated conversation, workshop, or related educational experience.
Educational resources
For organizations interested in discussion materials, activities, or supporting resources associated with the books as they become available.
Start the Conversation
Tell us a little about your organization and how you’re considering using The Allana Series.
Institutional questions
- Can organizations purchase books in quantity?
- Yes. Organizations interested in multiple copies can submit an institutional inquiry so we can better understand quantity, titles, and intended use.
- Is The Allana Series a financial life readiness curriculum?
- The Allana Series is a story-driven educational book series designed to support conversations about financial life readiness, decision-making, responsibility, family, stewardship, purpose, and legacy. It should not be described as an accredited or standards-approved curriculum unless such designation is established separately.
- Can we use only one book?
- Yes. Organizations may explore individual titles or multiple stages depending on their audience and program goals.
- Can the series be used with families?
- Yes. The stories can provide a starting point for conversations involving young people, parents, caregivers, and other family members.
- Are speaking or workshop opportunities available?
- Organizations interested in presentations, workshops, or facilitated conversations can indicate that interest on the institutional inquiry form. Availability and format can then be discussed.
- Where can individuals purchase the books?
- Individual readers and families can purchase available editions through the Readers Lab bookstore on Books.by.Visit the Readers Lab Bookstore
Better Financial Conversations Can Start With a Story.
Let’s explore how The Allana Series could support the conversations your students, families, or community are ready to have.
Request Institutional InformationDownload the institutional overview (PDF)
Looking for family conversation resources? Explore The Allana Family Conversation Guide.
Purchasing for yourself or your family? Explore the Individuals & Families page.