Financial planning that supports your life without kids.

FEATURED IN

We help make your finances simple
so your life can be amazing!

At Childfree Wealth® we're committed to full transparency along with empowering you with the knowledge and support you need to achieve your goals.

Our pricing is simple:

  • $10,000 per year billed monthly via credit card, ACH, or withdrawn from investment accounts

Here's what you get when you work
with Childfree Wealth®

01.

1:1 Guidance and Dedicated Support

Benefit from the expertise of the entire Childfree Wealth® team, led by your personal Childfree Wealth Specialist®. When outside experts are needed, we'll recommend and coordinate discussions with experts such as attorneys and CPAs.

02. 

Comprehensive Life and Financial Planning

Receive ongoing, comprehensive planning tailored to your unique circumstances and goals.

03. 

Investment Advice and Investment Management

You can choose to manage your own investments with our guidance or you can have us do it for you at no additional cost. Your investments will be securely held at Altruist and/or Schwab, our trusted custodians.

04. 

Cash Flow Planning

Gain clarity and control over your spending with simple, easy to understand budgets.

05. 

Estate Planning

Ensure your wishes are understood as we review & help you understand what your estate planning means.

06. 

Tax Planning

Navigate the complexities of tax planning with confidence, optimizing your financial strategies to minimize liabilities.

07. 

Insurance Planning

Protect yourself and your loved ones with tailored insurance planning solutions.

08. 

Elderly Care Planning

Plan for your future as well as the needs of your elderly family, addressing the unique challenges of elderly care with sensitivity and expertise.

What Our Clients Are Saying

Jay Zigmont- You are awesome!  Congratulations!  For those interested, I can personally attest to the fact that he's a fantastic financial planner and brought up things I never thought about.  We didn't "fit" in other financial advisors molds but with Jay it's perfect!
Angela Hacker-Keene
My husband and I began meeting with Bri with the goal of de-mystifying financial planning. We both grew up in families that didn't do much planning when it came to their finances. As we both began to grow in our careers, coupled with the fact that we decided not to have children, we had a lot of questions about how to responsibly handle our money. When I started to research financial planners in our area, I was struck that every single one of them spoke about legacy and children in their profiles. Additionally, most of them presented very white-collar which is just not our style. No matter how much I searched, I could not find a financial planner that I felt would relate to us and be able to give us advice that aligned with our (nontraditional in the financial planning world) goals. When I came across Childfree Wealth on social media, I knew right away that I wanted to work with them. Bri was exceptionally patient, kind, and felt more "like us" than any of the financial planners in my area. She did an excellent job of listening and answering our questions, as well as proactively walking us through important aspects that we didn't even know to ask about. After our three sessions with Bri, we feel much more comfortable with our current budget strategy, as well as our plans for our financial future. We also now know exactly who to ask when we need help. Anyone who feels like an outsider when it comes to financial planning will find a safe space with Bri. 
Kirsten & Tony

Portraits of Childfree Wealth

Dr. Jay's book, Portraits of Childfree Wealth, provides a glimpse into how 26 individuals and couples have structured their finances to support their lives and futures without kids.

Get a free copy on us.

Meet Our Childfree Wealth Specialists®

Bri Conn

Investment Advisor Representative

Chief Experience Officer & Childfree Wealth Specialist®
I grew up hearing family members talk about money constantly. I’d be told I needed to create a budget or should only purchase things in cash. Principles that although good, left me confused and defeated.  I'm the co-host of the Childfree Wealth® podcast.  

When I'm not working, you can find me hiking, running, or doing generally anything else that involves being outside. My core values are community, education, social participation, & sustainability.

Meet Our Childfree Wealth Specialists®

Dr. Jay Zigmont

PhD, MBA, CFP®

Founder of Childfree Wealth®. Childfree Wealth Specialist®
I’ve been a life and business coach for over a decade. I have a PhD in Adult Learning from the University of Connecticut, an MBA from SCSU. I am the founder of Childfree Wealth, a CERTIFIED FINANCIAL PLANNER™ and a Childfree Wealth Specialist®. I’m also the author of the book Portraits of Childfree Wealth and the co-host of the Childfree Wealth® podcast. My wife and I are Childfree.

In 2023, Dr Jay was recognized as a "Rising Star" by FinancialPlanning.