CREATE A PERSONALIZED PLAN TO SUPPORT THE VISION YOU HAVE FOR YOUR LIFE WITHOUT KIDS.

Building Childfree Wealth

A self-directed, life and financial planning system.
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You were never taught how to manage
your finances and it's costing
you money and peace of mind.

You'd like to plan with confidence, but honestly? You aren't even sure where to start.

Everyone around you seems like they have it figured out, but who wants to talk with friends and family about money?  

You’ve tried to learn through articles, podcasts, or even hiring a financial planner but found conflicting advice that doesn’t fit your life without kids.

Even though you’re earning more, you have nothing to show for it. You dream about retirement but aren’t sure how to get there, or if it’s even possible.

You want to align your finances with the vision you have for your current life and future, but c
reating a plan feels overwhelming. You're not even sure where to start.

You don't have to go it alone.

Imagine the peace of mind of having access to...

An Online System

that is self-directed, so you can learn and implement at your own pace.

Education

on the foundational principles of financial planning.

Planning Tools

that allow you to easily plan and adjust for multiple scenarios.

Assessments

that provide a snapshot of where you are now so you can easily plan your next steps.

Skill-Building 

to help you put your new knowledge into action.

Live Q&A Sessions

with a Childfree, Advice-Only , Fiduciary, CERTIFIED FINANCIAL PLANNER™.
WE'VE CREATED A SELF-DIRECTED, ONLINE SYSTEM TO HELP YOU
CREATE A FINANCIAL PLAN FOR YOUR UNIQUE GOALS.

The Life and Financial Planning System

Initial Assessment

You'll start with an initial, hour long, in-depth assessment. Next, you will get a series of recommendations, including priority areas (where to start), investment recommendations, and a learning plan. There is no judgment here, just priorities of where you can grow.

Get Started

With your assessment in hand, you decide where to start. We have over 100 videos on a variety of topics. Start where you are, and make improvements each day. If you have questions, join our monthly group Q&A sessions (included) or schedule time with one of our experts (at an additional cost).

Create Your Plan

As a member, you'll also get access to our financial planning software to help you track your finances, create a financial plan, and even do simulations and projections to see if you need to make changes.

Continue Learning

Each month going forward, you will get an additional assessment and opportunities for learning. These are designed to keep you involved; and to build your knowledge and financial planning skills.

Check Progress

Each year, you will go back to that initial assessment and assess your progress. As your life changes, you may need to adjust your focus. The annual check-in ensures your financial plan is still meeting your current needs.
Our team is excited to share our years of knowledge and experience with you. Together, we can create a personalized financial plan that helps you manage your money and achieve financial freedom.
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How Our Life and Financial Planning System Works

Most financial advisors assume you have kids and their advice centers on the needs of parents. Our team specializes in creating financial plans for those who don’t have kids. Whether you are Childfree by choice or involuntarily childless, your financial plan should reflect your lifestyle and unique needs.

In our work with clients, we’ve seen how an understanding of the principles of financial planning can change lives. We’re excited to share this knowledge with you, so you have the tools you need to create a financial plan that supports the vision you have for your life.

Our life and financial planning system was designed by Dr. Jay to meet the unique financial planning needs of those who are living a life without kids.


We are an Advice-Only, Fee-Only, Fiduciary financial planning firm. That means we don’t take over your finances, we teach you how to manage them yourself, with the option to add additional support when you need it. When you sign up, you pay a $50 monthly subscription fee and in return, receive access to our full, self-directed, money management system.

There’s no income requirement, and you’ll never pay a percentage of your assets or another fee. You’ll have unlimited access to our system as long as you remain a monthly, subscribed member.
AS FEATURED IN
JOIN NOW FOR UNLIMITED ACCESS

CHILDFREE WEALTH
LIFE AND FINANCIAL PLANNING SYSTEM

Self-Directed
Learning and Planning

For those who want to learn
and plan on their own.
$50/mo
OPTION TO CANCEL AT ANY TIME
  • Assessment tools that provide a snapshot of your current financial situation.

  • A learning plan with recommendations on where to start.

  • A self-directed and flexible program that allows you to decide where to focus first.

  • Access to 15 courses with over 100 videos, covering the foundations of financial planning.

  • Bonus monthly learning opportunities based on specific topics.
  • Access to our financial planning software.

Monthly, live, group Q&A educational sessions with our financial experts.

INCLUDES A FREE 15-DAY TRIAL

COURSE
TOPICS

As a member, you'll have unlimited access to over 15 courses and over 100 videos, covering the foundations of financial planning.
* INCLUDES A FREE 15-DAY TRIAL

IT'S TIME TO START BUILDING CHILDFREE WEALTH.

You don’t have to keep sifting through conflicting advice that doesn’t fit your life without kids. You deserve access to financial planning that's designed with you in mind. Financial planning that understands your unique needs as someone who is living a life without kids.

In a few months from now, you could be feeling confident about your financial future, having taken some initial steps to get started. You could feel peace, knowing you have a financial plan that supports the vision you have for your life and future - with concrete systems in place to help you reach your goals.

Join the Childfree Wealth life and financial planning system today to plan for the life you want tomorrow.
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