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Family Financial Education

Family Financial Education · Farmington Hills, MI

Financial Education for Affluent Families & Business Owners

Every family has a unique financial story, values, and vision for the future. Do you know yours?

Most families talk about wealth. Fewer talk about what it actually takes to build it, protect it, and pass it on. We work with affluent families and business owners across Farmington Hills and Oakland County to build a shared financial foundation — one where every family member understands the plan, not just the person who built it.

Services We Offer

Budgeting, Saving & Investing Foundations

Core financial concepts taught in a way that's practical and relevant to your family's actual situation.

Generational Wealth Transfer Education

We help families understand how wealth moves across generations, what vehicles exist, what the risks are, and how to talk about it with heirs before it becomes urgent.

Financial Decision-Making Guidance

Working with families to build shared principles around spending, saving, and giving so financial decisions reflect your values and your long-term goals.

Family Financial Meetings & Facilitation

We facilitate structured conversations where families align on goals, values, and financial responsibilities. Getting everyone on the same page is often the most overlooked part of a wealth plan.

Next-Generation Wealth Education

We help parents prepare their children and young adults to understand, manage, and eventually steward family wealth before it becomes an afterthought.

Get in Touch

Thoughtful Insights for Confident Financial Living

Reach out today and start a conversation focused on your goals, guidance, and long-term financial confidence.

Phone number

+1 (248) 883-3463

Email

info@nayhifewm.com

Location

33533 W. Twelve Mile Rd. Suite 130 Farmington Hills, MI 48331

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