top of page

​

Summary of Financial HEIRs

​

​

FHI helps inspire each person in the family to save $100,000!  You can focus on your own finances, inspiring your kids and grandkids, or both! 

​

We will help you develop a plan to fulfill your goals, whether …

​​

  • Working at your dream job, even if it pays less

  • Launching a new business or charity

  • Funding a project you’re passionate about

  • Inspire the next generations to live off their interest!

​

We help grandparents, parents, and youth work together to establish a family culture of financial health, following our innovative FHI program where adults learn financial health first, plus how to inspire young people to live off their investment interest!

​​

We bring a message of hope.  Both you and your HEIRs will be surprised that your lifestyle may not have to radically shift from how you live now.

​

After being raised in the 1980's to follow the best advice for kids on personal finance, only a few parts of the training became part of my adult lifestyle.  So here is an ingenious solution that our family LOVES ... a FUN way that actually inspires adults and youth to develop a strong work ethic, smart shopping skills, generosity, and an appreciation for investing.

Image by AbsolutVision

Principles

Our philosophy is based on the following ...

​

  • Inspiring people to save money, as investments can be unpredictable

  • Generosity is fun if _______

  • Keep it simple … for adults and youth who are not “numbers oriented”

  • Universal concepts that work cross-culturally

  • Compound interest is not complex math … but what motivates people to take advantage of it?

  • Inspiration toward living simply, yet reaching your dream

  • Raising HEIRs – Helpful-generous, Educated Spenders, Investors, Resilient workers

  • Customizable plans for young people to reach $120,000 in savings by age 25

  • Which “million dollar choices” will your HEIRs make?

  • Why don’t young people live off of their investment interest?

  • Ongoing support

  • Creating a family culture

​

Endorsement

Evan Liberman, CEO
Wise Money Israel
Investment Management

I’ve known and worked with Paul since 2016. I have also developed a friendship on a number of levels, and really appreciate his generosity, his understanding of finance, and ability to grasp and explain complex topics in simple terms. He is a solid family man who will enrich your understanding of how to inspire your children or grandchildren to create and maintain wealth in an ethical and disciplined way.

​

(Note: If you open an account with Evan and WMI, then we receive a small commission; however, this commission will not increase your overall fee to WMI.)

bottom of page