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Services

Membership at Financial HEIRs has numerous privileges ... 

Join the adventure!

Ndị otu

Ndị otu na-enweta akaụntụ ịntanetị nke na-enye ohere ịnweta ọtụtụ uru ndị edepụtara n'okpuru.

Learn More

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Image by Rob Laughter

Free Plan

There are numerous ways for you to get free help

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  • Monthly e-Magazine

  • Online classes - several each month

  • We will help transfer your HEIR to a financial planner after they have saved up $100,000

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If you would like to help us keep offering free services, you can give a Tip here.

Million Dollar Decisions

We offer a second monthly newsletter which explains the numerous Million Dollars Decisions your HEIRs age 7-21 will make.  How can you inspire them to choose wisely?

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You will receive this newsletter, along with everything in the Free Plan, for only $10/month.

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You will also keep everything in the Free Plan

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All Access Membership

You get everything ... on your own schedule.

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  • Free Plan benefits, plus ..

  • Million Dollar Decisions newsletter, plus ...

  • Archives of our classes, e-Magazines, and Million Dollar Decision newsletters

  • Annual Consultation - a complimentary 50 minute Consultation to keep your family on track, which would have cost $200 per year

  • Free Downloads - templates, etc.

May your legacy last forever. Cropped shot of an elderly woman holding a piece of paper wi

Uru

Ndị otu ga-enweta uru ndị a mgbe ha debanyere aha ...

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  • Ịdenye aha na akwụkwọ akụkọ anyị akwụ ụgwọ nke na-akọwapụta mkpebi nde dollar nwa gị ga-eme ka ọ dị afọ 25

  • Ịnweta ebe nchekwa ihe n'ịntanetị niile ... e-Magazine, akwụkwọ akụkọ akwụ ụgwọ, yana klaasị vidiyo

  • Nlebanya kwa afọ nke nkeji iri isii - ndụmọdụ iji dobe ezinụlọ gị n'ụzọ

  • Ikike imekọ ihe ọnụ na ndị otu ndị ọzọ nke obodo Ego Ebighị Ebi maka echiche na nkwado site na sistemụ bọọdụ ozi anyị.

  • Enyemaka n'ịfefe na onye na-eme atụmatụ ego mgbe nwa gị ruru $100K na nchekwa ego ... yana ihe mgbaru ọsọ a ga-enweta nke $120K site na afọ 25

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Iji denye aha iji bụrụ onye otu, gaa na Ụlọ ahịa anyị.

Online Communication

Consultations

We will address your specific questions and challenges in a private meeting.  Did you miss a class?  Is there a problem motivating your HEIRs?  Do you need help understanding a financial component?  What are your victories or struggles? 

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Consider an annual consultation ... since you already know the value in reviewing your finances annually.  We can help you prepare to meet with your HEIRs, or you can invite them to this consultation.  This annual consultation will help keep your entire family on track.

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See our Consultations page for scheduling.

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