One methodology, every stage of life
The SCALE ecosystem follows a family from a child's first allowance to a grandparent's legacy. Four products, one research-grounded foundation, delivered by advisors certified to serve the whole family.
The lifecycle continuum
A grandparent in Legacy and a grandchild in Explorer belong to the same family. One advisor, one method, serves them all.
Young Stewards
A parent-led family financial education app. Children learn through physical play, real-world application, and age-appropriate challenges, while parents grow alongside them.
- Parent-led activities
- Age-banded progression
- COPPA-compliant
- Available now on iOS
SCALE Foundation
Financial education for adults forming and accelerating their financial lives. Anchored by the Monday Money Minute ritual. The connective tissue between Young Stewards and SCALE Steward.
- Self-paced app track
- Advisor-facilitated cohort
- Peer cohort
- The Monday Money Minute
SCALE Steward
The flagship facilitated experience for families navigating governance, wealth transfer, and legacy. Moves through the SEE, SURFACE, SHIFT, STRUCTURE, STEWARD arc and produces durable deliverables: family role maps, alignment summaries, and decision playbooks.
- 5-phase facilitation arc
- Family role maps
- Alignment summaries
- Decision playbooks
Continuing Education
Accredited continuing education designed for IAR and CFP CE credit. The free, public on-ramp to everything else, including a course on the ethics of the great wealth transfer.
- IAR and CFP CE track
- Free top-of-funnel course
- Application-based learning
- Built on the SAG Foundation
Advisors deliver all of it
SCALE Steward Certified Advisors are credentialed to deliver across the lifecycle. One certification, built on the SAG Pedagogical Foundation, lets you meet a family wherever they are.
See the certification