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በፋይናንሺያል አስተዳደግ እና አያት ላይ ጠቃሚ ምክሮች

(የእኛ ድረ-ገጽ ውበት ያላቸው ክፍሎች አሁንም በመገንባት ላይ ናቸው።  ለትዕግስትዎ እናመሰግናለን)

Generational Approach to Financial Health






FHI-U and More!

Transfer to a Financial Planner



Saving $100,000 is simpler than you think!
You are about to learn how to beat the system
the old-fashioned way!

Join the revolution!

Welcome to the next level of financial health, where each person in the family will be on track to save up $100,000.


Our innovative classes also help you to inspire young people to live off of their investment interest!

Your legacy is about to change! 

What are Clients Saying?

"Financial HEIRs gives a family in any financial situation the ability to implement an easy and creative plan for saving and spending long into their future!" -- Mary

"I like watching my kids process whether to spend or save.  The incentives built into the Financial HEIRs program really helps them connect with their future." -- Eric​​

Father and Son Playing


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.

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