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.
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Copyright © 2024
Childfree Wealth® testimonials were given by current clients. No Cash or non-cash compensation was provided for the testimonial. There are no material conflicts of interest between Childfree Wealth and the person giving the testimonial. Investment advisory services are offered through Childfree Wealth®, an SEC registered investment advisor. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only.
Childfree Wealth® is a registered trademark of Childfree Wealth, LLC. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S
Childfree Wealth® is a registered trademark of Childfree Wealth, LLC. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S