PARENTS OF 0-9 YEAR OLDS:
PARENT GROUP COACHING PROGRAM LAUNCH
Parent Hand Holding and A to Z Support With Opening Up a
Custodial Account and/or 529 Plan for Your Kid: I, a Certified
Financial Coach and Generational Wealth Coach, will personally walk you through step-by-step opening up a Custodial Account and/or 529 Plan for your Kid.
Secure Your Kid’s Financial Future in 5 hours or Less through my Parent Group
Coaching Program: The Parent Group Coaching Program will be administered by me through 2, 2 and ½ hour virtual live sessions with parents from across the country attending. By the end of the 5 hours, you will have a Custodial Account and/or 529 Plan set up and be on the road to securing your Kid’s financial future. The Parent Group Coaching Program will include loads of hand holding, support, easy to understand and easy to follow instruction, materials, lots of Q &A , fun, games, and giveaways for parents.
Never miss a thing: The Parent Group Coaching program will be recorded and always available for instant replay so that you never miss a thing.
Get the CHEAT CODES to the top performing funds to invest in: During the program, I will show you the absolute best funds to invest in for your Kid’s Custodial Account and/or 529 Plan. I will show you how to easily buy and invest in these funds, taking all the guesswork and anxiety out of you having to figure out this stuff for yourself. And the best part is that you can invest in these funds starting at as little as a $1 each.
Easy to Use Tools to Figure out exactly how much money you need to invest regularly, to achieve the Financial Goals that you have for your kid. My “Wealthy Kids Financial Goals Setter Tool” is designed to help you easily figure out how much money your kid will need for college, a down payment for a home, and/or to start a business. Using my easy-to-use “Kid’s Investment Calculator”, you’ll know exactly how much money you need to invest monthly, quarterly or annually in order to hit your desired financial goals. I’ll also show you strategies to get your family involved with investing into your Kid’s Custodial Account and/or 529 Plan, resulting in potentially millions for your kid later on in his or her adult life.
$25 cash gift out of my own pocket, so that you can make the 1st investment into your Kid’s Custodial Account and/or 529 Plan. ($25 is the maximum cash gift that I can give per program enrollment, even if you have more than one kid in your family).
$50 additional cash gift to you, to help pay for a babysitter or take the cash and invest it! I will give you another $50 out of my own pocket to help pay for childcare, so that you (and your spouse) can attend the Parent Group Coaching Program, interruption-free. Or you can use the additional $50 cash to invest more money into your Kid’s Custodial account and/or 529 Plan. ($50 is the maximum cash gift that I can give
for a babysitter, per program enrollment).
Six-Month Check In. Six months after opening your Custodial Account and/or 529 Plan, all parents who participated in the program are invited to reconvene online with a Certified Financial and Generational Wealth Coach to see how everyone’s investment accounts are going, share tips
and answer any questions.