Childfree Wealth
Childfree Wealth is a Registered Investment Advisor with the SEC, serving customers across the US. Our focus is on helping Childfree and Permanently Childless people
Childfree Wealth is a Fee-Only, Advice-Only, Fiduciary Financial Planning firm, and only charges for time (no AUM fee or minimum assets). We are designed to make financial planning accessible for everyone. Childfree Wealth only charges for time and follows a passive investment strategy. That means we don't try to impress you with fancy tools, but rather focus on investments you can understand and manage yourself.
Childfree Wealth is designed around three concepts:
Live - We need to live our best life. At times we may need to make sacrifices, but only if it improves our life in the long run (has a return on investment).
Learn - We need to be constantly learning how to improve. Learning means we are making measurable changes and seeing progress.
Plan - We need to plan for both our current life and our future. The only way to be safe in the future is to have a plan and execute it well.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.