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Kid$Vest Financial Binder
Wouldn’t it be great if kids (or parents for that matter) were able to keep all their personal and financial information in one place? Well, Kid$Vest has designed a Financial Binder to do just that. It is a Strategic Plan for kids and includes the following components:
- Personal Assessment & Financial Goals Statement
- Master Service & Vendor List
- Net Worth Statement
- Spending Plan or Budget
- Youth Investment Strategy
- Credit Rating
- Wealth Steps—“Stairway to Financial Heaven”