Family Financial Plan: Custodial Account
7-day community access included.
Service Description
Receive personalized guidance on what type of account to open, broker selection, account set-up, and interface navigation tutorial. We’ll help you choose the right custodial account type (e.g., UGMA, UTMA, Roth IRA for minors) that aligns with your family’s financial goals. Then, we’ll compare various brokers, breaking down their pros and cons, to help you select the best option for your child’s future. Once a broker is chosen, we’ll guide you through the entire account setup process, including both parent and child accounts. Finally, we’ll provide a detailed walkthrough of the broker’s platform so you and your child can confidently manage and track the investments. As a bonus, this service includes 7 days of free access to our Smart Investor online educational community, with tools and resources to support your journey and your child’s financial growth.