The Childfree Wealth Process
When working with Childfree Wealth®, you'll have access to our entire Childfree Wealth® team. To help the process flow smoothly you'll be assigned a designated Childfree Wealth Specialist® as your team leader. Over the next 12 months they'll walk you through our process & help address a variety of different topics. While we require a 12 month commitment, the process may take longer depending on individual factors.
Please be advised, we are only able to work with U.S. Citizens & Residents that currently live in the United States.
Our Full Process
Throughout our time together, we'll use the process below as our guide. Everyone is different so, we'll prioritize what's applicable to you & skip what you've already covered. While we try to dive deep into all applicable parts, we may not be able to cover everything. We cover 77 topics. Over the first year, we will cover the priority topics to you & meet you where you're at.
Annual Topic Review