New Baby Gift Packages
Our packages are designed to make it easy to start, learn by doing while making it fun, for all ages.
For the new baby
A portfolio starter kit with learnings for new parents.
$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 package + up to 3 hours of live coaching and instruction to get them started.
$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
Every person should be investing, but many never get started.
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.