AT HOME
Return to the plan together.
Choose a goal your child cares about. Write it down, then revisit it when money comes in or goes out. The planner gives that conversation a place to continue.
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My First Financial Planner — the front cover.
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Cover and original activity previews with AI-styled lifestyle scenes. Furniture and styling accessories are not included.
COINY MINDS · THE FINANCIAL PLANNER
My First Financial Planner
Help them turn a savings goal into a plan.
One budgeting planner with interactive money activities. Set a savings goal · Record money in and out · Review your choices
For a child who has something to save for. Work through a goal together, then give their plans a place on the page. The planner is sold separately from the book and bank.
Sold out
Currently unavailable. Explore the planner below and join the email list for product updates.
Get planner updates See the savings and budget activities- Inside
- Savings goals, budget pages and interactive money activities
- By
- Britt Rozenblat
- How to use it
- Choose a goal and work through the pages with a grown-up
Want help deciding whether it is right for your child? Ask us about the planner.
THE FINANCIAL PLANNER · SOLD OUT
A plan for something they choose.
A child’s savings goal gives you a reason to talk about money. My First Financial Planner helps put that conversation on paper: what they want, what it costs, what they already have and what comes next.
It is a way to work through decisions together, whether they are planning for a birthday purchase or keeping track of money they receive.
Get planner updatesHOW TO BEGIN
Start with one goal.
- Name something your child would like to save for.
- Work out its cost and how much they already have.
- Talk through what remains, then record the money they receive and spend.
Use the pages together and help with writing or numbers as needed. You can explore the planner on its own; the board book and bank are sold separately.
See the activitiesINSIDE THE PLANNER
See how a goal becomes a plan.
Open the original savings activity in a new tabChoose what to save for.
The savings activity asks what the goal costs, how much your child has and what they could do to earn the difference. Write or draw the goal together.
Open the original budget activity in a new tabFollow where the money goes.
The budget page records money in, money out and the balance. Its monthly summary leaves space for amounts saved, invested, spent and donated, so you can look back and discuss the choices.
BEFORE YOU ORDER
Your questions,
answered.
Choose the activity that fits your child. We can help with the details.
Contact usWhat comes in the set?
One copy of The ABC$ of Finance board book and one Banks the Pig clear acrylic money bank. The financial planner is separate. Coins and other photo props are not included.
What age is the bank for?
The bank is recommended for ages 3+. An adult should supervise activities with coins. Follow the age and safety instructions supplied with the product.
Is the book a board book?
Yes. The ABC$ of Finance is a 28-page English board book with rigid pages, measuring 7 × 7 inches. It introduces money vocabulary through words and pictures for shared reading.
Can the bank hold coins and bills?
Yes. The clear acrylic bank has openings for coins and bills and four labelled compartments: Save, Spend, Donate and Invest. The labels help you talk about money choices. The bank stores money; it does not invest funds or open an account.
Do you ship internationally?
Yes. We offer shipping to Canada, the United States and international destinations. Choose your country using the country and currency selector, then enter your delivery address at checkout to see the available shipping options and final rate.
Which product makes a good gift?
Choose the board book for reading together, the acrylic bank for sorting money into four choices, or the book + bank set for both. The planner gives savings goals and budgeting a place on paper; it is currently sold out. The bank is recommended for ages 3+ with adult supervision. Gift wrapping shown in styled scenes is not included. For a birthday or other special date, check the delivery options at checkout or contact us before ordering.
What do children do in the planner?
The original savings activity helps a child choose a goal, note what it costs and work out what remains to save. The budget page records money received, money spent and the balance, with a monthly summary for saving, investing, spending and donating. Work through the pages together, helping with writing or numbers as needed. Explore the planner and its activities.
When will my order arrive?
Shipping options and rates depend on the delivery address and are shown at checkout. Review our shipping policy, or contact us before ordering for a specific occasion.
Can I return my order?
Returns are for exchange or store credit; refunds are not offered. Please review our returns policy and contact us before sending an item back.
Is the financial planner available?
My First Financial Planner is currently sold out. See the planner and its activities, or get planner updates . A restock date has not been announced. The planner is sold separately and is not included in the book + bank set.
Is this The Children’s Book Company?
Yes. We are growing into Coiny Minds, a home for books and hands-on tools that help children explore financial literacy. The ABC$ of Finance is still part of our collection.