Childfree Wealth Planning is Different.

Check your email for the download links to our book, “Portraits of Childfree Wealth”.  If you have any difficulty, you can always email me at [email protected]

I also offer a no-cost, 60 minute meeting to discuss your Childfree Wealth Plan.  When you are ready, just click schedule a meeting and pick a time that works for you. 

 

About Childfree Wealth

Childfree Wealth is a Registered Investment Advisor in Mississippi, serving customers across the US. We are an Advice-Only,  Fee-Only, Fiduciary, Financial Planning firm, and only charges for time (no AUM fee or minimum assets). Our goal is to make financial planning accessible for everyone. We only charge for time, and follows 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.

Live, Learn, Plan and Childfree Wealth is designed around three concepts:

Live – We need to live our best life. At times we may need to make sacrifices, but only if it improves our life in the long run (has a return on investment).

Learn – We need to be constantly learning how to improve. Learning means we are making measurable changes and seeing progress.

Plan – We need to plan for both our current life and our future. The only way to be safe in the future is to have a plan and execute it well.

Childfree Wealth and Finances

Live, Learn, Plan, LLC (d/b/a "Childfree Wealth") is a registered investment advisor offering advisory services in the State(s) of Mississippi and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Live, Learn, Plan in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Live, Learn, Plan, unless otherwise specifically cited.  The material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.  When you link to any third-party websites provided on this site, you are leaving this website and assume total responsibility and risk for use of the websites you are visiting. We make no representation as to the completeness or accuracy of information provided at third-party websites.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.