Personalized Support with a CERTIFIED FINANCIAL PLANNER™

This plan may be for you if you make over $100,000 per year, have a complex situation that needs individualized support, or have a considerable amount of money to invest. Cancel at any time.

Benefits of this subscription plan

Complete financial assessment

We start with an assessment and discussion to identify where you are and where you want to go.  Start with the end in mind and set goals for your life.

Ongoing financial planning

You meet once a month for an hour with your Childfree Wealth Specialist (all of whom are advice-only, fee-only, fiduciary, CERTIFIED FINANCIAL PLANNERS™).  Each month you make 1-2 improvements on your financial plan.

Personalized support

Your Childfree Wealth Specialist is there for you when you need them.  They are proactively watching out for you and you can email them at any time.  You also get access to all of the courses, software and content of the Childfree Wealth system.

Personalized Support with a CERTIFIED FINANCIAL PLANNER™

This plan may be for you if you make over $100,000 per year, have a complex situation that needs individualized support, or have a considerable amount of money to invest. Cancel at any time.