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Give the gift that keeps on giving

Set them up for life with the right first step.  Every
Bar & Bat Mitzvah child wants to invest their savings, but they and their parents often don't know how to.

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Bar & Bat Mitzvah 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.


For the Family

Additional tips & insights for the parents to set up surrounding portfolios for the whole family (529s, IRAs, and more ... ).


Live Instruction

The full pacakge + up to 3 hours of live coaching and instruction on setting up a portfolio


For when you want to ... 

Give a gift that matters

A money gift will be spent todayteaching 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

Many kids hope for this, but never learn how to set up a portfolio.

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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 parents will be guided to set up an investment account of their choice for the child.


Step 03

The child will pick their starter portfolio and learn how, and why, to invest early.

Your gift starts here

Where to begin ... 

Send this gift with ease and peace of mind knowing you've given something meaningful that will last a lifetime.

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