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LEARN!
Classes or Consultations

Generational, Generous, Genius

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Online Classes

COMING SOON!

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Financial HEIRs uses a British model of teaching popularized by Oxford and Cambridge, where you can interact with the professor whenever you prefer.  Adults are presented a small amount of content, typically a 15-minute online video class.  Next you will try to implement a change.  At any point during the process, if you would like to interact with the professor, just schedule a question/answer tutorial.  Keep in mind that you can just watch the video and implement the simple principles if you find that more efficient.

Consultations

Schedule here!

Private sessions with our instructors include the following benefits:

  • Answer your questions

  • Identify a good track for you and/or your family

  • Provide basic financial wisdom

  • Identify cracks in your financial foundation

  • Examine opportunities to change careers

  • Provide accountability

  • Set achievable goals to review at the next consultation

  • Inspire you, along with helping you inspire your HEIRs when they get discouraged

  • Give tips on how to conduct an Annual Review with your HEIRs

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