Services
Membership at Financial HEIRs has numerous privileges ...
Join the adventure!
FHI-U helps you inspire your HEIRs to live off their investment interest
Genius solutions toward financial health
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Free Plan
There are numerous ways for you to get free help
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Monthly e-Magazine
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Online classes - several each month
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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
All Access Membership
You get everything ... on your own schedule.
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Free Plan benefits, plus ..
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Million Dollar Decisions newsletter, plus ...
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Archives of our classes, e-Magazines, and Million Dollar Decision newsletters
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Annual Consultation - a complimentary 50 minute Consultation to keep your family on track, which would have cost $200 per year
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Free Downloads - templates, etc.
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.