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Childfree Individuals & Couples 

Child Free Planning 

This system is designed to provide a comprehensive plan for Childfree Individuals or Couples 

Key Feature:

Goals based Planning Process to fast-track Child Free People towards their Financial Goals

AREAS FOCUSED ON

Understanding the Financial Challenges Facing Child-Free Couples
Focus on:
-  Long-Term Care Needs Planning
- Incapacity Estate Planning 
- Charitable Gifting Strategies 
- Pets 
- Tax Mitigation Strategies over both lifetimes
- Life Insurance Focus for non-working spouse
 

Portfolio Management

​Tax Efficient Portfolio Management

Automated Rebalancing

Tax Loss Harvesting

Automated Money Movement 

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