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START HERE: CHILDFREE WEALTH® CHECKUP

See the big picture of your finances — through a childfree lens

Stay on track for an amazing childfree life.

Take a deep dive

We’ll review your personalized financial report with an in-depth look at many aspects of your current financial landscape.

Look toward
the future

We’ll talk about how you want your childfree life to look—and talk practically about how to make your unique plans a reality.

Draw your roadmap

We’ll leave you with recommendations to simplify your finances and keep building a childfree life you love.

Schedule your Childfree Wealth® Checkup

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What’s the Childfree Wealth® Checkup?

The Childfree Wealth® Checkup is a 60-minute deep dive that’s part dream sequence, part wake-up call, and most importantly, part reality check!

During this live video session, you and your Childfree Wealth Specialist®, all of whom are CERTIFIED FINANCIAL PLANNERS™ will look at your financial landscape together, including (time permitting):

  • Life planning
  • Retirement planning
  • Cash-flow planning
  • Investing
  • Taxes
  • Long-term care
  • Estate planning
  • Charitable giving

Because we work with childfree people, we see things differently than a lot of traditional financial pros.

So tell us during your Childfree Wealth® Checkup how you really want your life to look — no matter how unconventional it may sound to you. We’ll bring our unconventional perspective on what’s really possible for you when you simplify your finances.

Schedule your Childfree Wealth® Checkup

Sign Up Now

YOUR INVESTMENT

Schedule your Childfree Wealth® Checkup for $250.

Here’s what your investment gets you:

Financial Report

A detailed financial report breaking down your finances from a holistic, childfree perspective

Video Call

A one-hour video review session with a Childfree Wealth Specialist®

Fresh Perspective

on your existing financial management landscape — and what’s really possible for your childfree life

Unique Recommendations

Recommendations on items to address as you optimize and simplify your finances

Digital Resources

Limited access to Childfree Wealth® Academy for self-serve answers to your financial questions

Planning

Limited access to our RightCapital financial planning software

Vacation budgeting

Remember: Our team specializes in financial advisory services for childfree people like you!

HOW IT WORKS

A quick start to simplifying your finances

Step 1:

Schedule a time that works for you

Step 2:

Complete your Financial Information Form

Step 3:

Meet with your Childfree Wealth Specialist® and CFP® and get your recommendations

Step 4:

Start simplifying your finances for an amazing childfree life

Frequently asked questions

How much does the Childfree Wealth® Checkup cost?

The checkup costs $250 and can be scheduled online.

What is included in the cost of the Childfree Wealth® Checkup?

Your investment includes:

  • A detailed financial report breaking down your finances from a holistic, childfree perspective
  • A one-hour video review session with a Childfree Wealth Specialist®
  • Fresh perspective on your existing financial management landscape — and what’s really possible for your childfree life
  • Recommendations on items to address as you optimize and simplify your finances
  • 3 months’ access to Childfree Wealth Academy for self-serve answers to your financial questions
  • Access to our RightCapital financial planning software
What information do you need from me before our call?
Once you’ve scheduled and paid for your session, we’ll send you a detailed Financial Information Form to collect all the details we need from you.

The form asks for statements, balances, tax information, insights into your goals, and more. (It may take you a couple of hours, but the more thorough you can be, the more helpful our time together will be for you!)

This form must be completed and returned to us at least seven business days before your checkup to ensure we have time to analyze the information and compile a comprehensive report to review at your Childfree Wealth Checkup®.

I have so many questions. How will an hour be enough to cover it all?
Actually, we could never cover everything in just one session. Your financial picture is too complex! There’s more value in a deeper dive that covers the really important things than a surface look at everything.

That’s why we’ll prioritize discussing one issue you want to focus on and one we’ve identified while creating your financial report for the checkup.

Are you just trying to sell me on your ongoing services?
Absolutely not. The Childfree Wealth Checkup® is a valuable standalone service.

When we create your diagnostic report in advance of your checkup, we’ll identify areas for potential optimization and simplification — with our recommendations on what you can handle on your own and where you’ll need more advanced professional help.

We’ll tell you about our ongoing services at the tail end of our call but only as one option. If you’re ready to DIY your life planning and financial management, we hope our report and tools will be a great jumping-off point for you.

How can I learn more about your ongoing services if I’m interested?

We’ll tell you a bit about working with us more at the end of your Childfree Wealth Checkup®, or you can learn more about our ongoing services right here on our website.

What’s a Childfree Wealth Specialist®?
A Childfree Wealth Specialist® is a life planning and financial professional who’s been specially trained to serve the unique needs and circumstances of childfree people.
What does “childfree” really mean?
If you don’t have kids and never will, you’re childfree — and we’re here for you. You’re not childfree if you…
❌ Don’t have kids yet but plan to
❌ Have kids in college
❌ Are empty nesters
Couldn’t I do all this myself?

If you receive the findings from your Childfree Wealth Checkup and would prefer to handle your life planning and financial management on your own, great!

Some of our clients have had success doing it themselves. Others have found it intimidating and time consuming after some time and joined us as ongoing clients. Your experience may vary.