The gift of clarity
Give a Childfree Wealth CheckupSurprise a Childfree friend or loved one with the gift of clarity — the Childfree Wealth Checkup is a financial deep dive that’s part dream sequence, part wake-up call, and part reality check.
When you gift them a Checkup, here’s what they’re getting:
- Comprehensive financial report: This detailed, holistic reporting will help them see the big picture of their finances through a Childfree lens.
- Planning software: They’ll receive time-limited access to our RightCapital financial planning software.
- Live video review: One of our CERTIFIED FINANCIAL PLANNERS® will offer context and a fresh perspective on what’s practically and financially possible to reach their goals.
- Thoughtful recommendations: We’ll follow up with next steps to further optimize and simplify their finances and make their Childfree life even more amazing.
To keep your generous gift a surprise, we’ll send your recipient’s unique redemption link to you, the purchaser, via email.
When the time is right, just forward it to your friend and encourage them to schedule their Checkup!