Schedule a free Introductory meeting

Here's a chance to talk about your finances with a Childfree Wealth Specialist® and see how we may be able to help you.

HERE'S HOW IT WORKS:
  • Schedule a time that works for you.
  • You'll receive an email with an invitation to complete our Financial Information Snapshot to gather some basic information to help us know where to start.
  • We meet via Zoom.

WE WORK BEST WITH THOSE WHO HAVE A:
  • Net Worth of $500,000 or more
  • Annual Household Income of $250,000 or more
  • Complex Situation

PRICING:
Our one-on-one planning fee is $10,000 per year, billed every month via credit card, ACH, or from your investment accounts.

THINGS TO NOTE:
Please be advised meetings may be recorded for quality and training purposes. We have limited space at this time and are therefore limiting the number and timing of introductory meetings. We add new availability each month on the 16th, so be sure to check back or join our mailing list for updates.