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

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.

이익

회원은 가입 후 다음과 같은 혜택을 ...

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  • 자녀가 25세까지 내릴 백만 달러의 결정을 자세히 설명하는 유료 뉴스레터 구독

  • 모든 온라인 아카이브에 대한 액세스 ... 전자 잡지, 유료 뉴스레터 및 비디오 수업

  • Sixty Minute Annual Review - 가족의 순조로운 진행을 위한 상담

  • Eternal Finance 커뮤니티의 다른 구성원과 협력하여 메시지 보드 시스템을 통해 추가 아이디어와 지원을 받을 수 있습니다.

  • 자녀가 25세까지 $120,000이라는 매우 달성 가능한 목표를 가지고 $100,000의 저축에 도달했을 때 재무설계사로 이전하는 데 도움이 됩니다.

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회원가입을 하시려면 저희 스토어를 방문해주세요.

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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