Schedule a check up

Here's a chance to talk about your finances with a Childfree Wealth Specialist® and see how we may be able to help you.

HERE'S HOW IT WORKS:
  • Schedule a time that works for you for $250.
  • You'll receive an email to complete our Financial Information Form to gather information about you, your goals, your finances, and more. This typically takes a few hours for you to complete which is why we require you to book at least one week in advance. When completing the form, the more information you can provide, the more we are able to help you.
  • Our team analyzes the information you submitted & creates a report that identifies strengths and weaknesses.
  • You meet with a Childfree Wealth Specialist® via 
    Google Meet to dive into your report & receive recommendations. We start with your priority areas & work through as much as we can in the hour.
  • After the meeting you'll receive a copy of the report & tax report (if taxes are provided).

SAMPLE:

PRICING:
This call is $250.

THINGS TO NOTE:
Please be advised meetings may be recorded for quality and training purposes. We have limited space at this time and are therefore limiting the number and timing of meetings.