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:
  • You pick a time that works for you (schedule below)
  • We ask for some basic info to help us know where to start
  • We meet via Zoom for an hour 
  • We help you where we can

    A message from Dr Jay:
    We have limited space at this time, and are therefore limiting the number and timing of introductory meetings.  We apologize for the delay. We are working on building out our team of Childfree Wealth Specialists to help more people in the New Year.