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What is included in the Planting Fortunes gift package?

WHAT'S IN THE GIFT PACKAGE
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FOR THE CHILD

  • Written for kids

  • Gets them motivated

  • Teaches lifelong lessons

  • Gets them invested fast

(with the right account type and an initial portfolio)

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FOR THE PARENTS

  • Guidance on the right account type

  • Explanation of Custodial Minors Account (UTMA), Roth IRA, 529 

  • Knowledge to partner with your child

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BENEFITS

  • No Procrastination

  • Ease to get started investing

  • Lessons for life - Financial literacy for the child & parents

TOOLS

  • Companion Spreadsheet

  • Portfolio planning, live stock quotes, compound growth and more

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