
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.
$54
For the Family
Additional tips & insights for the parents to set up surrounding portfolios for the whole family (529s, IRAs, and more ... ).
$72
Live Instruction
The full pacakge + up to 3 hours of live coaching and instruction on setting up a portfolio
$360
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
Many kids hope for this, but never learn how to set up a portfolio.


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.