Thank you for submitting your survey!
If you are willing to participate in the interview, you can schedule at https://calendly.com/coachdrjay/interview
Please share the survey with your childfree friends. The link is https://childfreewealth.com/book/
As a thank you, below is our guide that you can download on 7 ways Childfree Financial Planning is different. Thanks again!
Childfree Wealth Planning is Different.
Childfree wealth includes achieving your personal, professional and financial goals as long as you plan for it. Childfree wealth is different in many ways, but here are the top 7 to consider:
- You have full control of your future.
- Flexibility needs planning.
- Financial BINGOs happen.
- Investing has different goals, and FIRE is possible.
- Long term care needs to be planned for.
- Your estate and legacy are different.
- Childfree financial planning is completely different.
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 Live, Learn, Plan
Live, Learn, Plan, LLC (LLP) is a Registered Investment Advisor in Mississippi, serving customers across the US. LLP is a Fee-Only, Fiduciary Financial Planning firm, and only charges for time (no AUM fee or minimum assets). LLP is designed to make financial planning accessible for everyone. LLP only charges 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 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.
Live, Learn, Plan, LLC (“Live, Learn, Plan”) 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 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. 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.
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.