Treitel Family Wealth Starter Kit

The [Family Name] Investment Playbook

A one-page game plan to turn your kids' gift & summer money into a real head start. Prepared for [Parent Name] · child: [Child Name]

1 · The account we're opening

Fidelity Youth Account — a real, free brokerage + debit account for teens 13–17. The teen owns it (with you as the linked parent), can invest in stocks & ETFs, has no account fees or minimums, and gets a debit card. It's the cleanest on-ramp to investing for a kid this age. (At 18 it converts to a standard account in their name.)

2 · Where the money comes from

3 · The contribution strategy

Pick a simple, repeatable rule so it actually happens — e.g. [X]% of every gift and all summer earnings go straight into the account, plus an optional $[Y]/month auto-transfer. Simple beats perfect; consistency is the whole game.

⭐ 4 · The Roth IRA move (the big one)

If your teen has earned income (a real summer job, a W-2, or documented self-employment), they can put up to that amount (max $7,000/yr) into a Roth IRA — where it grows 100% tax-free for the rest of their life. A few hundred dollars of summer money at 14, left alone, can become tens of thousands by retirement. This is the single highest-leverage thing most families miss. We'll confirm eligibility and set the contribution.

5 · How it's invested (kept simple)

Long-term, low-cost, boring-on-purpose: a broad-market index fund/ETF, set-and-hold. We're not picking hot stocks or timing the market — we're teaching the habit and letting time do the work. You and your child will both understand exactly what it's in and why.

6 · The goal we're tracking toward

Money grows better with a target. Pick one (or a few): [ a first car · a year in Israel · college · a future wedding · "just let it grow" ]. Your dashboard tracks the balance against the goal so progress is visible.

7 · How we keep it on track

1Setup session (60–90 min) — we open it, fund it, set the investments, and teach you both how it works.
2Your dashboard — a shared Google Sheet tracking contributions, gifts, earnings, Roth eligibility, the goal, and net worth over time.
3This Playbook — your written game plan to refer back to.
4Annual review (30 min) — once a year we update the numbers, adjust contributions, and reset the goal.
Educational only. This Playbook and the setup service are financial education and account-setup assistance — not investment, tax, or legal advice, and not ongoing investment management. Final decisions are yours; consult a licensed professional for advice specific to your situation. · Prepared by [Your Name] · Hook Street · [date]