Youth Money Map - Offer One-Pager
Headline
A private money-learning setup for bar mitzvah-age kids and their parents.
Plain-English Pitch
Most kids get money before they get a system. Youth Money Map gives the child and parents one simple place to track gifts, giving, saving, spending, goals, and parent approvals.
No bank logins. No account access. No complicated app. Just a custom Google Sheet and a guided setup that helps the child practice responsibility with real money.
Who It Is For
- Parents of a 12-14 year old
- Bar mitzvah / bat mitzvah families
- Grandparents or relatives who want to gift something useful
- Families who want money literacy without turning the child into a stock picker
What The Family Gets
- Custom Google Sheet controlled by the family
- Gift and thank-you tracker
- Give / save / spend bucket system
- Goal tracker for bigger purchases
- Parent approval area
- Simple monthly check-in rhythm
- One-page child action checklist
- Parent-only handoff notes
What Sam Does
- Talks with the parent first.
- Sets up the sheet around the family's values.
- Teaches the child how to enter money and decisions.
- Leaves the family with a short checklist.
- Optionally checks in twice a year to clean up and reset goals.
What Sam Does Not Do
- No bank account access
- No investment advice
- No tax advice
- No custody of money
- No pressure to use a specific bank, app, card, or account
Packages
Starter Setup - $750 to $1,250
Best for one child and one setup session.
First-Year Package - $1,500 to $2,500
Best for bar mitzvah season. Includes setup plus two follow-up reviews.
Family Retainer - $1,000 to $1,800 per year
Best for families with siblings or parents who want the system kept clean.
The Guarantee
If the family completes the intake and attends the setup session, they leave with a working sheet, clear buckets, and the child's next three money actions. If not, Sam does one cleanup session at no extra charge.
First Conversation Close
"I do not need access to your accounts. I help you build the structure, teach your child how to use it, and give you a light review rhythm so the money becomes a learning system instead of a pile of forgotten gifts."