When was the last time you had a family financial meeting?
Most families keep their kids, family, and finances separate.
Most families have trouble turning any financial literacy they've learned into action.
Don't be like most families, start your Family Financial Meetings today!
$449
Single meeting
Most Popular
- Discussion with immediate and other concerned family members
- Help with understanding key strategies for making, managing, multiplying, and moving family money from one generation to the next
- Opportunity for any family member to ask any general financial question that comes to mind
- 90 minutes
One Family Financial Meeting
Most families keep their kids, family, and finances separate, most of those families never grow their wealth and pass it on to future generations.
This is your opportunity to not be like most families!
Along with your family, you have the opportunity to ask a Licensed Financial Advisor and Planner any general questions that come to mind.
$1599
Four meetings
- Everything included in single meeting
- Complete Financial House Audit
- Implementation assistance with family financial goals and desires
Four Family Financial Meetings
Here is where we take the financial discussion and turn it into financial actions!
Armed with more knowledge of the key strategies of building, multiplying, and passing on family wealth, we'll work together to implement the necessary steps to take your family from where where you are now to where you want to be financially!
Is Your Family's Financial House Built on Rock or Sand?
The financial "storms" will come in everyone's life - how soild have your financial decisions built your house is the question?
Is Your Household Financially Literate?
Schools are not designed to teach finances the way and that's okay. Teenagers should learn financial literacy and personal finance at home and at church. That's why Family Financial Meetings are so powerful.
Why would you leave teaching the most important tool in the world to a stranger?
WHY HAVE FAMILY FINANCIAL MEETINGS?
Family financial meetings...
• give family members a safe space to discuss (sometimes uncomfortable) financial topics
• give parents/guardians the chance to share familial financial responsibilities with kids and other concerned family members
• equip teens with the knowledge and skills they need to manage their own finances now and in the future
• enhance your family unity
• put families on the best path to managing, multiplying, and moving their wealth from one generation to the next
Choose Your Family Financial Meeting Plan
Single Family Financial Meeting
$449
- Most popular
- Discussion with immediate and other concerned family members
- Opportunity for any family member to ask any general financial question that comes to mind
- Help with understanding key strategies for making, managing, multiplying, and moving family money from one generation to the next
PREMIUM
$1599
- Everything included in single meeting
- Complete Financial House Audit
- Implementation assistance with family financial goals and desires
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