Financial HEIRs

Provider description

Financial HEIRs offers a generational approach to financial health. As adults, we value the idea of retiring and living off our investment interest. But are your kids living off their investment interest right now? Young people have a unique opportunity! We have found kids are very open to living this unique and disciplined lifestyle if they are incentivized. We encourage your student to have a private tutoring session with us once a semester, and adults are invited if they want to join. We will do a personal assessment on your student, which evaluates their education on finance and entrepreneurship. The personal assessment will help us determine which free course on financial education is best for your student that semester, plus which free course on entrepreneurship is best for your student that semester. Your student will also receive one of our free books, and the parents will receive one of our free books also to help your student and the family culture. Finally, your student will get to play the Million Dollar Decisions game! We will help your children walk through decisions they will face before age 25, helping them develop a vision for their lifestyle as a young person. Your kids will craft a customized plan to save $120,000 by age 25 ... a surprisingly achievable goal in today's economy. Your family is about to change!

Service categories

• Choice Navigator
• Part-Time Tutoring Services

Service types

• Choice Navigator
• Part-Time Tutoring Services