
Childfree Wealth Specialist
At Childfree Wealth, we take a unique approach to life and financial planning. Rather than 'taking over' or putting you into a forced structure, we help you learn the skills you need to manage your wealth with confidence.
At Childfree Wealth, we take a unique approach to life and financial planning. Rather than 'taking over' or putting you into a forced structure, we help you learn the skills you need to manage your wealth with confidence.
Our team of Childfree Wealth Specialists are trained to serve clients who are Childfree or permanently childless. While most financial planners center the needs of parents, we understand the unique needs of those who are planning a life and future without kids.
About Childfree Wealth
Childfree Wealth is a Investment Advisor registered with the SEC and, serving customers across the U.S. We are an Advice-Only, Fee-Only, Fiduciary Financial Planning firm, and only charge for our time (no AUM fee or minimum assets). Our goal is to make financial planning accessible for everyone. We only charge for time, and follow a passive investment strategy. That means we don’t try to impress you with fancy tools, but rather focus on investments you can understand and manage yourself.
Childfree Wealth is designed around three concepts:
Childfree Wealth is designed around three concepts:
Guiding Principles
Principles matter. At Childfree Wealth, we have a set of principles that guide both our practice and the financial planning we recommend.
In full transparency, we want to share our principles here:
Overarching Principles
Financial Principles
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