Youth Money Map - Sales Script

Short Version

"I help parents set up a simple money-learning system for their bar mitzvah-age child. It is a private Google Sheet the family controls. The child learns how to track gifts, save for goals, give, spend, and ask for approval before money disappears. I do the setup and then, if you want, I check in twice a year to keep it alive."

For A Parent

"Your child may get money before they really understand money. This gives you one calm place to help them practice. You do not need to share account access, and I am not telling them what to invest in. I am helping you turn real money into a learning system."

For A Grandparent Or Gift-Giver

"Instead of only giving money, you can give the child a way to learn what to do with money. The family gets a sheet, a guided setup, and a simple check-in rhythm."

Objections

"We can just use a spreadsheet ourselves."

"You can. The value here is that I set it up, make it child-friendly, get the parent rules clear, and help the first session actually happen. Most sheets fail because nobody owns the first 30 days."

"I do not want anyone seeing our accounts."

"Good. I do not need account access. The parent can enter rounded numbers or only the money they want the child to track."

"My child will not use it."

"Then we make the first version smaller. One gift row, one goal, one weekly action. The system has to fit the child, not impress adults."

"Is this financial advice?"

"No. This is organization and financial literacy. Parents stay in control of all account, tax, and investment decisions."

Close

"The cleanest way to start is one parent intake, one child setup, and then a 30-day cleanup. If it is useful, we turn it into a twice-a-year family review."