Our Gift
Packages
Our packages are designed to make it easy to start, learn by doing while making it fun, for all ages.
For the Child
A portfolio starter kit with learnings for the child.
$50
For the Family
Additional tips & insights for the parents to set up surrounding portfolios for the whole family (529s, IRAs, and more ... ).
$75
Live Instruction
The full pacakge + up to 3 hours of live coaching and instruction on setting up a portfolio
$360
You can include an additional cash gift within each of these packages.
For example, you might purchase the Family package and give an additional $100 to help start their investments account.
For when you want to ...
Give a gift that matters
A money gift will be spent today, teaching how to invest money will last a lifetime.
Set them up for life
Financial wisdom starts early, put them on the right path.
Know you've made a difference
Everyone wants to save & invest but often don't learn how.
How it works
We'll send them a portfolio starter kit, with step by step instruction & education
Step 01
They'll receive a welcome email with a link to the starter guide.
Step 02
The child / parent will be guided to set up an investment account of their choice.
Step 03
The child will pick their starter portfolio and learn how and why to invest.
Unsure? Ask us on the live chat.
Starting early makes all the difference
Give the gift that gets them started
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Written for kids & adults
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Gets them motivated
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Teaches lifelong lessons
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Gets them started without procrastination
