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Give the gift that keeps on giving

Set up yourself, friends or family for life with the right first step. Every person wants to invest their savings, but they often don't know how to start.

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Our Gift Packages

Our packages are designed to make it easy to start, learn by doing while making it fun, for all ages.

Starter Package

Get your first investment account live with a starter portfolio & beginner knowledge.


Full Package

Get started with and learn the full spectrum of accounts - IRAs, 401K, 529s and more.


Live Instruction

The full package + up to 3 hours of live coaching and instruction to get them started.


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 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

Every person should be investing, but many never get started.

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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

They (or the parents) will be guided to set up an investment account of their choice.


Step 03

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

Unsure?  Ask us on the live chat.

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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