Explore Our Programs
Your income is only the beginning. What you do with it determines the wealth you build. AffluentHeir’s programs are designed to provide a structured pathway to investigate your finances, eliminate financial inefficiencies, and position your money for growth. Move beyond simply earning a living and begin building what matters!
AffluentHeir
~
Investigate Your Finances
~
Build Your Foundation
~
Grow Your Assets
~
AffluentHeir
AffluentHeir ~ Investigate Your Finances ~ Build Your Foundation ~ Grow Your Assets ~ AffluentHeir
Investment: $750.00
Duration: 2 - Months
Level: Beginner-Friendly
1. Financial Foundation Onboarding
Complete a comprehensive financial questionnaire to provide an understanding of your income, expenses, debts, savings, and financial goals.
2. 50-Minute One-on-One Financial Strategy Session
Meet with me to discuss your current financial position, identify priorities, establish realistic goals, and determine what financial success looks like for you.
3. Comprehensive Financial Investigation
Receive an in-depth analysis of your income, expenses, debt obligations, and cash flow to identify spending patterns, financial leaks, and opportunities to redirect money toward more productive purposes.
4. Customized Financial Strategy & Action Plan
Receive a personalized budget, cash-flow allocation strategy, and step-by-step implementation roadmap with measurable 30-, 60-, and 90-day goals.
5. AffluentHeir Worksheets & Financial Tools
Gain access to selected budgeting, expense-tracking, debt, and savings tools, along with guidance on how to use them independently.
6. Implementation Check-In Email
During the first month, receive one scheduled email check-in to address questions, review initial implementation, and help you stay on track with your financial strategy. This includes one dedicated email exchange and does not include unlimited email support.
7. Month Two: 25-Minute Progress & Accountability Session
Review your progress, evaluate the implementation of your strategy, address obstacles, and identify adjustments needed to maintain momentum.
**Disclaimer**
AffluentHeir, LLC provides financial education and strategy support to help clients make informed financial decisions. We do not guarantee increased income, debt elimination, investment returns, or any specific financial outcome, as results depend on individual circumstances and implementation. Clients are responsible for their own financial decisions, Implementations, and executions. Client testimonials, experiences, implementations, and results will vary depending on their individualized situation. AffluentHeir does not assume responsibility for financial losses or outcomes resulting from those decisions. By continuing the purchase of this product/service you understand and agree with this statement.
Intermediate — Wealth Building Strategy
Investment: $1,500.00
Duration: 3 - Months
Level: Intermediate
Designed for individuals who have established a financial foundation and are ready to become more intentional about how their money is positioned for long-term wealth building.
What's Included:
1. 60-Minute 1:1 Wealth Strategy Session
A comprehensive review of your current financial position, goals, cash flow, debt, savings, assets, liabilities, and wealth-building priorities.
2. Comprehensive Wealth Position Analysis
An analysis designed to identify financial strengths, gaps, and two priority opportunities for improving your overall financial position.
3. Customized Wealth Allocation Strategy
A structured strategy showing where your available money is currently going and how it can be intentionally redirected toward your financial priorities.
4. Debt & Savings Strategy
A personalized framework for prioritizing emergency reserves, debt reduction, savings goals, and other wealth-building objectives.
5. Net Worth Analysis & Tracking
Establish your starting net worth and track changes in assets and liabilities throughout the program.
6. Customized 90-Day Wealth Action Plan
A Month 1, Month 2, and Month 3 roadmap with specific financial priorities, actions, and measurable progress targets.
7. AffluentHeir Intermediate Wealth-Building Tools
Access to the Wealth Allocation Worksheet, Debt & Savings Strategy Worksheet, Net Worth Tracker, and 90-Day Wealth Action Plan.
8. Month-2 30-Minute Implementation Check-In
Review progress, identify obstacles, and make appropriate adjustments to your strategy.
9. Month-3 30-Minute Wealth Progress Review
Compare your starting and ending financial position, evaluate your progress, and establish your next wealth-building priorities.
10. Implementation Check-In Email
Additional accountability between scheduled sessions to help you remain focused on your established plan.
**Disclaimer**
AffluentHeir, LLC provides financial education and strategy support to help clients make informed financial decisions. We do not guarantee increased income, debt elimination, investment returns, or any specific financial outcome, as results depend on individual circumstances and implementation. Clients are responsible for their own financial decisions, Implementations, and executions. Client testimonials, experiences, implementations, and results will vary depending on their individualized situation. AffluentHeir does not assume responsibility for financial losses or outcomes resulting from those decisions. By continuing the purchase of this product/service you understand and agree with this statement.
Popular
Investment: $2,200.00
Timeframe: 4 Months
Designed for individuals who want a complete financial strategy experience that begins with understanding and strengthening their financial foundation, progresses into intentional wealth building, and concludes with a long-term strategy for continued financial growth.
The Comprehensive Program guides you through AffluentHeir’s three-phase approach: Investigate. Build. Expand.
What's Included:
PHASE ONE — INVESTIGATE
1. 50-Minute 1:1 Financial Strategy Session
A comprehensive review of your income, expenses, spending patterns, financial obligations, goals, and current financial priorities.
2. Comprehensive Financial Investigation
An analysis of your financial inflows and outflows designed to identify spending patterns, financial leaks, and opportunities to better position your money.
3. Customized Budget & Cash-Flow Strategy
A personalized strategy for managing monthly income, recurring expenses, irregular occurring expenses, available cash flow, and financial priorities.
PHASE TWO — BUILD
4. 60-Minute 1:1 Wealth Strategy Session
A deeper review of your financial position, including cash flow, debt, savings, assets, liabilities, net worth, and wealth-building priorities.
5. Comprehensive Wealth Position Analysis
An analysis designed to identify financial strengths, gaps, and priority opportunities for strengthening your overall financial position.
6. Customized Wealth Allocation Strategy
A structured strategy for intentionally directing available money toward savings, debt reduction, reserves, and other established wealth-building priorities.
7. Net Worth Analysis & Tracking
Establish and monitor your net worth by evaluating changes in your assets and liabilities throughout the program.
PHASE THREE — EXPAND
8. Income & Wealth Expansion Review
Explore practical opportunities for increasing income, strengthening ownership, and expanding your long-term wealth-building capacity.
9. Asset-Building & Wealth Protection Education
Educational guidance on asset-building pathways, financial protection considerations, legacy preparation, and areas that may require consultation with qualified financial, tax, legal, or insurance professionals.
10. Customized 12-Month Wealth Roadmap
A personalized roadmap outlining your next 90-day, 6-month, and 12-month financial priorities, goals, and measurable action steps.
11. AffluentHeir Comprehensive Wealth-Building Tools
Access to applicable AffluentHeir worksheets, trackers, financial strategy tools, and action plans used throughout all three phases.
12. Progress & Implementation Check-Ins
Scheduled check-ins throughout the program to review progress, identify obstacles, make appropriate adjustments, and maintain accountability.
13. Final Comprehensive Wealth Progress Review
A review of your starting position, progress throughout the program, strategies implemented, and priorities for continuing your wealth-building journey beyond the program.
AffluentHeir provides financial education and strategy services. Services do not constitute individualized investment, tax, legal, or insurance advice. Financial outcomes vary, and no specific financial results are guaranteed.
**Disclaimer**
AffluentHeir, LLC provides financial education and strategy support to help clients make informed financial decisions. We do not guarantee increased income, debt elimination, investment returns, or any specific financial outcome, as results depend on individual circumstances and implementation. Clients are responsible for their own financial decisions, Implementations, and executions. Client testimonials, experiences, implementations, and results will vary depending on their individualized situation. AffluentHeir does not assume responsibility for financial losses or outcomes resulting from those decisions. By continuing the purchase of this product/service you understand and agree with this statement.
Get In Touch
If you're interested in working with us, complete the form with a few details. We'll review your message and get back to you within 48 hours.