Help your clients raise the next generation

Pricing depends on the size of your firm and the programs you want to offer. Book a demo and we'll put together a quote built around your goals.

Our white-label financial literacy programming can be fully customized and launched in under 30 days. Because our system is turnkey, your marketing and operations teams only need to spend about two to three hours in total providing brand assets and reviewing the final setup. We handle all the heavy lifting, deployment, and asset customization.

No. My First Nest Egg operates independently and does not require integration with your custodian, CRM, financial planning software, portfolio management system, or client portal. We do not access client accounts, portfolio information, or financial data, making implementation simple for your team.

My First Nest Egg provides resources for children as young as 3, teens, and even young adults. We believe financial habits, and relationships, begin forming long before a child opens their first account. Most youth banking programs focus primarily on teenagers, which means families may already be looking elsewhere by the time those programs begin. By engaging children as young as three through age-appropriate games and activities and introducing progressively more sophisticated concepts throughout elementary and middle school, your institution has the opportunity to build meaningful relationships with families years before traditional youth banking programs typically begin.

The teenage years are equally important. As teens begin making real financial decisions, they need practical, relevant education they can apply immediately. Our interactive teen program provides "just-in-time" financial education through in-person presentations, classroom resources, printable activities, and self-paced online modules — covering their first account, first paycheck, first debit or credit card, first car, first credit score, first investment, and even their first tuition payment.

Absolutely. We offer comprehensive white-label and co-branding capabilities. Your custom assets will feature your institution's logo, brand color palette, and tailored landing pages. We also provide a customized marketing toolkit — including social media graphics and printed community materials — to ensure a seamless brand experience for local families from day one.

Yes. Children's data privacy is our highest priority. The My First Nest Egg app is fully COPPA (Children's Online Privacy Protection Act) compliant. We use a virtual wallet to track chores and allowances, so we never collect Social Security Numbers, bank account numbers, or real financial data. Parents keep full control over their children's profiles at all times.

Throughout the year, partners receive periodic updates highlighting program participation, engagement activities, outreach efforts, and other relevant milestones. In addition, we work with each partner to develop an annual Community Impact Report that reflects how My First Nest Egg was used within their organization and community. These reports help partners communicate program impact to leadership, boards, staff, and other stakeholders while celebrating the families, educators, and communities they serve.

Yes. My First Nest Egg includes a K–12 Financial Education Classroom Curriculum developed alongside educators, and partners can sponsor individual classrooms, entire schools, or full school districts. The Community package reserves ten schools exclusively for you, with additional schools available. Teachers receive ready-to-use, gamified lesson plans at no cost to them, and your institution receives co-branded recognition in every classroom where the program runs. It's one of the most cost-effective ways to build community goodwill, generate local press, and put your brand in front of families years before they make their first real banking decision.

Yes. One of the things that makes My First Nest Egg different is that we don't simply provide a set of materials and walk away. Partners receive fresh, ready-to-use content every month, including seasonal campaigns, classroom resources, family activities, engagement materials, social media content, newsletters, printables, videos, and more. This steady stream of new resources keeps financial education relevant, makes outreach easier for your team, and gives families new reasons to engage with your institution throughout the year.

We view ourselves as a partner, not just a platform. Throughout the year, our team works closely with partners to help them grow, engage families, and expand their youth programming. We host regular partner meetups where institutions share ideas, learn from one another, and discuss what's working in their communities.

Need a resource for a community event, school partnership, youth program, or special initiative? Just ask. Whether it's creating resources for a children's museum event, developing curriculum for a church-sponsored program, or supporting a unique local outreach effort, we're committed to helping partners succeed. When it comes to youth and family engagement, we're more than a content provider — we're an extension of your team.