top of page

Services

Membership at Financial HEIRs has numerous privileges ... 

Join the adventure!

Memberschaft

Membere kréien en Online Kont deen Zougang zu de villen Virdeeler hei ënnendrënner erlaabt.

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

Virdeeler

Membere kréien déi folgend Virdeeler nom Abonnement ...

​

  • Abonnement op eise bezuelte Newsletter, deen Detailer iwwer d'Millioun Dollar Entscheedungen déi Äert Kand mam Alter 25 mécht

  • Zougang zu all Onlinearchiven ... e-Magazine, bezuelte Newsletter a Videocoursen

  • Sixty Minute Annual Review - eng Consultatioun fir Är Famill op der Streck ze halen

  • Fäegkeet fir mat anere Membere vun der Eternal Finances Gemeinschaft ze kollaboréieren fir zousätzlech Iddien an Ënnerstëtzung duerch eise Message Board System.

  • Hëllef beim Transfert op e Finanzplaner wann Äert Kand $ 100K u Spuer erreecht ... mat engem ganz erreechbare Zil vun $ 120K bis 25 Joer

​ ​

Fir Member ze ginn, besicht eise 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