Childfree Life and Financial Planning System

BUILDING CHILDFREE WEALTH

Our self-directed, life and financial
planning system helps you create
a personalized plan to support the vision
you have for your life without kids.

Thank you!
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YOU WANT TO CREATE A PLAN
THAT SUPPORTS YOUR FUTURE WITHOUT KIDS,

BUT AREN'T SURE WHERE TO START.

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You were never taught how to manage your finances and it’s costing you money and peace of mind. Everyone around you seems like they have it figured out, but who wants to talk with friends and family about money?  

You’ve tried to learn through articles, podcasts, or even hiring a financial planner but found conflicting advice that doesn’t fit your life without kids.

Even though you’re earning more, you have nothing to show for it. You dream about retirement but aren’t sure how to get there, or if it’s even possible.

You want to align your finances with the vision you have for your current life and future, but creating a plan feels overwhelming. Where do you even start?

What if instead, you...

No longer felt overwhelmed

knowing that your financial plan aligned with the vision you have for your future.

Had access to planning tools

that took the guesswork out of creating your plan.

Could learn to save and invest

through expert financial advice and education.

Could manage your money

with confidence because you understood the principles of financial planning.

Attend Q&A sessions

with a Childfree, Advice-Only , Fiduciary, CERTIFIED FINANCIAL PLANNER™.

Knew which steps to take

to achieve your life and financial goals and how to adjust if you got off track.

THE BEST NEWS?

We've created a self-directed, life and financial system
to help you learn how to plan for your unique goals.

The Life and Financial Planning System

Initial Assessment

When you sign up to work with us, you will complete an initial, hour long, in-depth assessment. Next, you will get a series of recommendations, including priority areas (where to start), investment recommendations, and a learning plan. There is no judgment here, just priorities of where you can grow.

Getting Started

With your assessment in hand, you decide where to start. We have over 100 videos on a variety of topics. Start where you are, and make improvements each day. If you have questions, join our monthly group Q&A sessions (included) or schedule time with one of our experts (at an additional cost).

Create Your Plan

As a member, you'll also get access to our financial planning software to help you track your finances, create a financial plan, and even do simulations and projections to see if you need to make changes.

Continue Learning

Each month going forward, you will get an additional assessment and opportunities for learning. These are designed to keep you involved; and to build your knowledge and financial planning skills.

Check Progress

Each year, you will go back to that initial assessment and assess your progress. As your life changes, you may need to adjust your focus. The annual check-in ensures your financial plan is still meeting your current needs.

OUR TEAM HAS GAINED KNOWLEDGE AND EXPERIENCE OVER THE YEARS, AND WE'RE EXCITED TO SHARE IT WITH YOU.

TOGETHER, WE CAN CREATE A PERSONALIZED FINANCIAL PLAN THAT HELPS YOU MANAGE YOUR MONEY AND ACHIEVE FINANCIAL FREEDOM.

How Our Life and Financial Planning System Works

Most financial advisors assume you have kids and their advice centers on the needs of parents. Our team specializes in creating financial plans for those who don’t have kids. Whether you are Childfree by choice or involuntarily childless, your financial plan should reflect your lifestyle and unique needs.

In our work with clients, we’ve seen how an understanding of the principles of financial planning can change lives. We’re excited to share this knowledge with you, so you have the tools you need to create a financial plan that supports the vision you have for your life.

Our life and financial planning system was designed by Dr. Jay to meet the unique financial planning needs of those who are living a life without kids.

We are an Advice-Only, Fee-Only, Fiduciary financial planning firm. That means we don’t take over your finances, we teach you how to manage them yourself, with the option to add additional support when you need it. When you sign up, you pay a $50 monthly subscription fee and in return, receive access to our full, self-directed, money management system.

There’s no income requirement, and you’ll never pay a percentage of your assets or another fee. You’ll have unlimited access to our system as long as you remain a monthly, subscribed member.

Childfree Wealth in the Press

Join now for unlimited access to the
Childfree Wealth life and financial planning system.

Self-Directed
Learning and Planning 

$50/month
Option to cancel at any time.

For those who want to learn
and plan on their own.
 
  • Assessment tools that provide a snapshot of your current financial situation.
  • A learning plan with recommendations on where to start.
  • Access to 15 courses with over 100 videos, covering the foundations of financial planning.
  • A self-directed and flexible program that allows you to decide where to focus first.
  • Monthly, live, group Q&A educational sessions with our financial experts.
  • Access to our financial planning software.
  • Bonus monthly learning opportunities based on specific topics.
Thank you!

Individualized Support with a Financial Planner

$500/month
Option to cancel at any time.

For those who want want additional support.

 
This plan may be for you if you make over $100,000 per year, have a complex situation that needs individualized support, or have a considerable amount of money to invest.

COURSE TOPICS

As a member, you'll have unlimited access to over 10 courses and over 100 videos, covering the foundation of financial planning. Courses on:

  • Getting Started
  • Saving and Investing
  • Insurance
  • Retirement
  • Setting Goals
  • Using the Childfree Wealth System
  • Using Our planning software
  • Budgeting
  • Debt Management
  • Career Choices
  • Small Businesses
  • Tax Planning
  • Estate Planning
  • Long-term Care
  • Caring for Elderly Parents and Family Members
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IT'S TIME TO START BUILDING CHILDFREE WEALTH.

You don’t have to keep sifting through conflicting advice that doesn’t fit your life without kids. You deserve access to financial planning that's designed with you in mind. Financial planning that understands your unique needs as someone who is living a life without kids.

In a few months from now, you could be feeling confident about your financial future, having taken some initial steps to get started. You could feel peace, knowing you have a financial plan that supports the vision you have for your life and future - with concrete systems in place to help you reach your goals.

Join the Childfree Wealth life and financial planning system today to plan for the life you want tomorrow.
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