top of page

Services

Membership at Financial HEIRs has numerous privileges ... 

Join the adventure!

Adesione

I membri ricevono un account online che consente di accedere ai numerosi vantaggi elencati di seguito.

Learn More

Image by Jacques Bopp
Image by Rob Laughter

Free Plan

There are numerous ways for you to get free help

  • 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

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?

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

You will also keep everything in the Free Plan

Image by Surface

All Access Membership

You get everything ... on your own schedule.

  • 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

Benefici

I membri riceveranno i seguenti vantaggi dopo l'iscrizione ...

  • Abbonamento alla nostra newsletter a pagamento che descrive in dettaglio le decisioni da un milione di dollari che tuo figlio prenderà entro i 25 anni

  • Accesso a tutti gli archivi online... Riviste elettroniche, newsletter a pagamento e lezioni video

  • Revisione annuale di sessanta minuti: una consulenza per mantenere la tua famiglia in carreggiata

  • Possibilità di collaborare con altri membri della comunità di Eternal Finances per ulteriori idee e supporto attraverso il nostro sistema di bacheche.

  • Assistenza nel trasferimento a un pianificatore finanziario quando tuo figlio raggiunge $ 100.000 di risparmio ... con un obiettivo molto raggiungibile di $ 120.000 entro i 25 anni

Per iscriverti per diventare un membro, visita il nostro Store.

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? 

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.

See our Consultations page for scheduling.

bottom of page