Personalized Support with a Childfree Wealth Specialist

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Meet monthly with a Childfree Wealth Specialist to build a financial plan that supports the vision you have for your life without kids. Through one-on-one sessions, our specialists will get to know you and your goals for the future, then provide individualized support to help you reach them.

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. 

Book a free, hour-long consultation to see if this option is right for you.

What our clients are saying.

Jay Zigmont- You are awesome! Congratulations! For those interested, I can personally attest to the fact that he's a fantastic financial planner and brought up things I never thought about. We didn't "fit" in other financial advisors molds but with Jay it's perfect!
Angela Hacker-Keene

Meet Our Childfree Wealth Specialist

Dr. Jay Zigmont, PhD, MBA, CFP®

Founder of Childfree Wealth. Childfree Wealth Specialist.

I’ve been a life and business coach for over a decade. I have a PhD in Adult Learning from the University of Connecticut, an MBA from SCSU. I am the founder of Childfree Wealth, a CERTIFIED FINANCIAL PLANNER and a Childfree Wealth Specialist. I’m also the author of the book Portraits of Childfree Wealth and the co-host of the Childfree Life and Money podcast. My wife and I are Childfree and live in Water Valley, MS.

The five-step Building Childfree Wealth Plan

Initial Consultation

First, you'll meet with a Childfree Wealth Specialist to talk about your current challenges and goals. 

Get Started

Next, our Childfree Wealth Specialists will create an action plan that prioritizes where you should start to make the most progress toward your unique goals.

Make Progress

Each month, you'll meet with a Childfree Wealth Specialist to continue the progress of assessing your progress, making new action steps and making adjustments for any unexpected curve-balls.

Continue Learning

During your meetings, you'll be introduced to new tools and strategies to build your knowledge and financial planning skills. 

Check Progress

Each year, we'll do a comprehensive review to assess your progress.

As your life changes, you may need to adjust your focus. The annual check-in ensures your financial planning still matches the vision you have for your life without kids.

Personalized Support w/ a
CERTIFIED FINANCIAL PLANNER™
$500/mo

For those who want highly personalized coaching and planning support. 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.

Includes

  • Everything in the Self-Directed Plan

Plus

  • Monthly Meetings with a Childfree Wealth Specialists

Book a free, hour-long consultation to see if this option is right for you.

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