Frequently Asked Questions

What makes Childfree Wealth different?

Childfree Wealth is a life and financial planning firm specifically focused on helping Childfree and Permanently Childless people.  Our team of CERTIFIED FINANCIAL PLANNERS™ are Childfree or Childless and know how a life without kids changes your financial plan.  We are also Advice-Only, Fee-Only, Fiduciaries.  What that means is you are the only one paying us and we do not sell any products.  We also focus on helping you to learn how to manage your investments (with our advice) rather than taking over your accounts.  That means there is no fee for Assets Under Management (AUM) or any other charges beyond the monthly membership and any additional services you purchase.   

When will I get access to everything?

Once you sign up you'll get full access to all of the content in the Childfree Wealth Life and Financial Planning System. You'll continue to have access for as long as you are a member.  There are optional additional services if you need more help, but that is up to you. 

How does billing work?

You'll receive your first month of access at a introductory rate of $5 USD. If you choose to continue your membership after the introductory month, you will automatically be charged the ongoing rate of $50 USD per month. You can cancel anytime. 

How do I cancel my subscription?

You can cancel at any time in the system.  

What financial planning topics do you cover?

Our goal is to provide you with all of the tools to make a comprehensive financial plan.  We start with the basics (budgeting, cash flow, debt and money management) and then help you to identify your financial goals.  With your financial goals in hand, we cover career planning, owning a small business, student loan repayment, investing and saving, retirement (including Social Security and Medicare), insurance, tax planning, estate planning, caring for elderly family members and more.  

Do you serve Childfree people everywhere?

Childfree Wealth is a registered investment advisor with the Security and Exchange Commission.  We serve people across the US.  Unfortunately, we cannot help people outside the US.

Why do you use the word 'Childfree'?

There is considerable debate out there about the terms Childfree and Childless.   The way we look at it is that your financial plan completely changes once you living a life and planning a future without kids.  From a financial standpoint it does not matter if you are Childfree by Choice or Childless Not-By-Choice.  We respect you and the life that has gotten you to this point.  You can use the term you prefer (or no term at all) for your life, but we had to pick one for our company and decided to use the term Childfree Wealth.  

What does it mean to live a life of Childfree Wealth?

Based on our research, we have found that living a life of Childfree Wealth means that you have the time, money and freedom to do what you want.  Being Childfree does not automatically make you 'rich' but it does give you more flexibility.