How to Help Your Child Invest
(Even If You Don’t Know How)
A simple, step-by-step system to open, fund, and manage an investment account for your child
Guide them from their first dollar to full independence.
Give Your Child a Financial Head Start - Even If You Don't Know Where to Begin
A simple, step-by-step system that shows you exactly how to open, fund, and manage an investment account for your child—and guide them as they grow. Built by a Wall Street professional who has taught hundreds of students how to invest. And seen exactly where parents get stuck.
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Why I created this:
After teaching hundreds of students through Teach Me Wall Street™, I saw the same pattern again and again.
Students were ready to invest…
But parents didn’t know what to do next.
So nothing happened.
This program solves that.
The Gap Between Interest and Action
Students leave Teach Me Wall Street™ Wall Street 101 ready and excited to invest.
But parents often feel stuck ... So instead of getting started...they pause
Too many options, no clear guidance on which account type is right for your family-
Stocks, ETFs, mutual funds—the choices feel endless and confusing.
No roadmap for ongoing contributions, reviews, or handling gifts.
Unsure how to teach without overwhelming or losing their interest.
⚠️ So nothing happens.
And time - the most important factor in investing-is lost.
A Clear PlanÂ
How to Help Your Child Invest, even if you don't know how Â
Here’s exactly how to go from “stuck” → “set up” → “confident.”
→ Open the Right Account
- Know exactly which account fits your child's age and your goals.
→ Choose Investments Without Overthinking
- No jargon. No guesswork. Just clear, actionable steps.
→ Manage the Account Over Time
- Simple reviews, contributions, and family gift strategies.
→ Prepare Your Child to Take Over
- Guide them toward independence as they grow.
How This Works As Your Child Grows
This isn’t a one-time setup—it’s a system that grows with your child. The program adapts to every stage—so you're always one step ahead of your child's development.
WHAT YOU’LL LEARN
Everything you need to go from “I have no idea where to start” → “We have an account up and running.”…in days, not months.
1
Module 1 - Opening the Account
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Custodial vs brokerage accounts
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Roth IRA basics
- Where to open (Schwab, Fidelity)
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Step-by-step setup walkthrough
2
Module 2 - What to Invest In
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Stocks, bonds, ETFs, mutual funds
- Index vs sector vs commodity fundsÂ
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What actually matters for long-term growth
3
Module 3 - Managing the Account
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Taxes & admin basics
- Reviews and contributions schedule
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Handling family gifts strategically
4
Module 4 - Mistakes Parents Make (and How to Avoid Them)
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Why kids lose interest—and how to prevent it
- How to explain investing simply
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Preparing your child for full independence
Included in the Program
Everything you need to take action immediately without second-guessing.
Account Setup Checklist
Step-by-step guide to get your account open fast.
Investment Cheat Sheet
Quick reference for choosing the right investments.
Investment Tracking System
Monitor growth, contributions, and milestones easily.
Parent Action Plan
Your personalized roadmap from day one to independence.
Live Parent Workshops (Aligned with Your Child’s Program)
Get guidance exactly when your child finishes Wall Street 101 - so you can take action immediately. When your child completes their Teach Me Wall Street™ summer program, you’ll have access to a live parent workshop to:
- Set up your child’s investment account
- Ask questions specific to your situation
- Get clarity and confidence before taking action
No guessing. No delays.
Workshop Dates:
Choose the session that aligns with your child’s program ending:
- June 13
- June 20
- July 18
- August 1
- August 22
- Workshops are timed to follow each cohort - most families attend within 1–2 weeks of their child finishing.
(Note: No workshop June 27 due to July 4th holiday week)
👉 Your child finishes the program excited to invest.
👉 You’ll know exactly what to do next.
Founding Family Offer
Most parents spend months figuring this out. You’ll have it done in days.
Be part of the first group and help shape the program. Limited spots available.
$97
Includes:
- Full Parent Investor Blueprint
- 1 Live (60min) Parent Workshop (choose your date)
- All downloadable resources
- Students and parents who gives a Testimonial will receive access to the recordings of the summer program their child participated in.Â
