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Persona

The Parent-Mentor

Teaches kids about money, ROI, patience. Lifetime value via family-tier accounts.

Profile

Capital
$500–$1,500/year (often gifted/shared with kids)
Time commitment
1 hour/week (lifestyle integration)
Primary tools
Academy (especially shared) · Portfolio Tracker (shared) · Retirement Scout
Aspirational tier
Apprentice + Family Share addon

Journey

Heard about MMA from another parent. Saw the educational angle. Signed up Apprentice tier with a family-share addon. Watches Doctrine 101 with their 10-12 year old kid. They pick sets together. Kid runs the Portfolio Tracker. By age 15, kid has $3k in realized returns and knows what ROI means before most adults do. Parent stays subscribed for life.

Psychographic

Values-driven. Sees financial literacy as a moral imperative. Aligned with the 10X Kids brand DNA.