financial life planning for the childfree community
financial life planning for the childfree community
When your time, money, and energy are truly discretionary, every
decision becomes an opportunity to shape the life you envision.
When your time, money, and energy are truly discretionary,
every decision becomes an opportunity to shape the life you envision.
When your time, money, and energy are truly discretionary,
every decision becomes an opportunity
to shape the life you envision.
The Power of True Discretion
The Power of True Discretion
Your Resources
Direct your wealth toward what truly matters to you
Your Resources
Direct your wealth toward what truly matters to you
Your Resources
Direct your wealth toward what truly matters to you
Your Time
Design your days around your aspirations, not others' expectations
Your Time
Design your days around your aspirations, not others' expectations
Your Time
Design your days around your aspirations, not others' expectations
Your Future
Build support systems and wellness strategies that serve your unique journey
Your Future
Build support systems and wellness strategies that serve your unique journey
Your Future
Build support systems and wellness strategies that serve your unique journey
Your Legacy
Define impact on your terms, whether through business, philanthropy, or community
Your Legacy
Define impact on your terms, whether through business, philanthropy, or community
Your Legacy
Define impact on your terms, whether through business, philanthropy, or community
your life, your design
At Discretionary Inc., we understand that true financial planning isn't about fitting your life into a template—it's about creating the template that fits your life.
Your childfree status isn't just a circumstance; it's a catalyst for:
- Innovative investment strategies aligned with your personal timeline
- Wellness and longevity planning that secures your autonomy
- Community building that strengthens your chosen support network
- Legacy planning that reflects your values, not convention
Services
LIfe Planning
Most Financial Planning starts with the what and the how, our Life Planning starts with the who and the why.
LIFE PLANNING INCLUDES:
Childfree Identity Mapping
Value & Goal Connection
Cashflow Planning
Risk Management Planning
Investment Planning
Estate Planning
Debt Management
Starting at $7,500
Tax Strategy
Tax planning in isolation creates missed opportunities. Life’s complexity demands an integrated approach.
TAX PLANNING INCLUDES:
Roth Conversion Strategy
Account Funding Strategies
Tax Loss/Gain Harvesting
Charitable Giving Strategies
Business Structure Optimization
Business Income/Expense Optimization
Income Timing & Distribution
Starting at $4,800
coaching
How you experience the world and the results you create are directly tied to what you think and how you choose to show up.
COACHING SERVICES INCLUDE:
Life Planning Accountability
Childfree Lifestyle
Entrepreneur & Business
Executive
Money Mindset
Longevity
Performance
Starting at $1,200
investments
Most portfolios target returns. Our strategy targets to align with your values and amplify your freedom.
INVESTMENT MANAGEMENT INCLUDES:
Asset Location Optimization
Trend Following Overlay
Tax-Efficient Cash Management
Tax Loss/Gain Harvesting
Value-Based Investment Tilts
Starting at 1% managed assets
LIfe Planning
Aligning your finances with your identity
LIfe Planning
Most Financial Planning starts with the what and the how, our Life Planning starts with the who and the why.
LIFE PLANNING INCLUDES:
Childfree Identity Mapping
Value & Goal Connection
Cashflow Planning
Risk Management Planning
Investment Planning
Estate Planning
Debt Management
Starting at $7,500
coaching
Empowering your journey to fulfillment
coaching
How you experience the world and the results you create are directly tied to what you think and how you choose to show up.
COACHING SERVICES INCLUDE:
Life Planning Accountability
Childfree Lifestyle
Entrepreneur & Business
Executive
Money Mindset
Longevity
Performance
Starting at $1,200
Tax Strategy
Proactive solutions for your financial efficiency
Tax Strategy
Tax planning in isolation creates missed opportunities. Life’s complexity demands an integrated approach.
TAX PLANNING INCLUDES:
Roth Conversion Strategy
Account Funding Strategies
Tax Loss/Gain Harvesting
Charitable Giving Strategies
Business Structure Optimization
Business Income/Expense Optimization
Income Timing & Distribution
Starting at $4,800
investments
Building durable portfolios for lasting wealth
investments
Most portfolios target returns. Our strategy targets to align with your values and amplify your freedom.
INVESTMENT MANAGEMENT INCLUDES:
Asset Location Optimization
Trend Following Overlay
Tax-Efficient Cash Management
Tax Loss/Gain Harvesting
Value-Based Investment Tilts
Starting at 1% managed assets
Services
LIfe Planning
Most Financial Planning starts with the what and the how, our Life Planning starts with the who and the why.
LIFE PLANNING INCLUDES:
Childfree Identity Mapping
Value & Goal Connection
Cashflow Planning
Risk Management Planning
Investment Planning
Estate Planning
Debt Management
Starting at $7,500
Tax Strategy
Tax planning in isolation creates missed opportunities. Life’s complexity demands an integrated approach.
TAX PLANNING INCLUDES:
Roth Conversion Strategy
Account Funding Strategies
Tax Loss/Gain Harvesting
Charitable Giving Strategies
Business Structure Optimization
Business Income/Expense Optimization
Income Timing & Distribution
Starting at $4,800
coaching
How you experience the world and the results you create are directly tied to what you think and how you choose to show up.
COACHING SERVICES INCLUDE:
Life Planning Accountability
Childfree Lifestyle
Entrepreneur & Business
Executive
Money Mindset
Longevity
Performance
Starting at $1,200
investments
Most portfolios target returns. Our strategy targets to align with your values and amplify your freedom.
INVESTMENT MANAGEMENT INCLUDES:
Asset Location Optimization
Trend Following Overlay
Tax-Efficient Cash Management
Tax Loss/Gain Harvesting
Value-Based Investment Tilts
Starting at 1% managed assets
LIfe Planning
Aligning your finances with your identity
LIfe Planning
Most Financial Planning starts with the what and the how, our Life Planning starts with the who and the why.
LIFE PLANNING INCLUDES:
Childfree Identity Mapping
Value & Goal Connection
Cashflow Planning
Risk Management Planning
Investment Planning
Estate Planning
Debt Management
Starting at $7,500
coaching
Empowering your journey to fulfillment
coaching
How you experience the world and the results you create are directly tied to what you think and how you choose to show up.
COACHING SERVICES INCLUDE:
Life Planning Accountability
Childfree Lifestyle
Entrepreneur & Business
Executive
Money Mindset
Longevity
Performance
Starting at $1,200
Tax Strategy
Proactive solutions for your financial efficiency
Tax Strategy
Tax planning in isolation creates missed opportunities. Life’s complexity demands an integrated approach.
TAX PLANNING INCLUDES:
Roth Conversion Strategy
Account Funding Strategies
Tax Loss/Gain Harvesting
Charitable Giving Strategies
Business Structure Optimization
Business Income/Expense Optimization
Income Timing & Distribution
Starting at $4,800
investments
Building durable portfolios for lasting wealth
investments
Most portfolios target returns. Our strategy targets to align with your values and amplify your freedom.
INVESTMENT MANAGEMENT INCLUDES:
Asset Location Optimization
Trend Following Overlay
Tax-Efficient Cash Management
Tax Loss/Gain Harvesting
Value-Based Investment Tilts
Starting at 1% managed assets
Services
LIfe Planning
Most Financial Planning starts with the what and the how, our Life Planning starts with the who and the why.
LIFE PLANNING INCLUDES:
Childfree Identity Mapping
Value & Goal Connection
Cashflow Planning
Risk Management Planning
Investment Planning
Estate Planning
Debt Management
Starting at $7,500
Tax Strategy
Tax planning in isolation creates missed opportunities. Life’s complexity demands an integrated approach.
TAX PLANNING INCLUDES:
Roth Conversion Strategy
Account Funding Strategies
Tax Loss/Gain Harvesting
Charitable Giving Strategies
Business Structure Optimization
Business Income/Expense Optimization
Income Timing & Distribution
Starting at $4,800
coaching
How you experience the world and the results you create are directly tied to what you think and how you choose to show up.
COACHING SERVICES INCLUDE:
Life Planning Accountability
Childfree Lifestyle
Entrepreneur & Business
Executive
Money Mindset
Longevity
Performance
Starting at $1,200
investments
Most portfolios target returns. Our strategy targets to align with your values and amplify your freedom.
INVESTMENT MANAGEMENT INCLUDES:
Asset Location Optimization
Trend Following Overlay
Tax-Efficient Cash Management
Tax Loss/Gain Harvesting
Value-Based Investment Tilts
Starting at 1% managed assets
LIfe Planning
Aligning your finances with your identity
LIfe Planning
Most Financial Planning starts with the what and the how, our Life Planning starts with the who and the why.
LIFE PLANNING INCLUDES:
Childfree Identity Mapping
Value & Goal Connection
Cashflow Planning
Risk Management Planning
Investment Planning
Estate Planning
Debt Management
Starting at $7,500
coaching
Empowering your journey to fulfillment
coaching
How you experience the world and the results you create are directly tied to what you think and how you choose to show up.
COACHING SERVICES INCLUDE:
Life Planning Accountability
Childfree Lifestyle
Entrepreneur & Business
Executive
Money Mindset
Longevity
Performance
Starting at $1,200
Tax Strategy
Proactive solutions for your financial efficiency
Tax Strategy
Tax planning in isolation creates missed opportunities. Life’s complexity demands an integrated approach.
TAX PLANNING INCLUDES:
Roth Conversion Strategy
Account Funding Strategies
Tax Loss/Gain Harvesting
Charitable Giving Strategies
Business Structure Optimization
Business Income/Expense Optimization
Income Timing & Distribution
Starting at $4,800
investments
Building durable portfolios for lasting wealth
investments
Most portfolios target returns. Our strategy targets to align with your values and amplify your freedom.
INVESTMENT MANAGEMENT INCLUDES:
Asset Location Optimization
Trend Following Overlay
Tax-Efficient Cash Management
Tax Loss/Gain Harvesting
Value-Based Investment Tilts
Starting at 1% managed assets
Roadmap
Are we a fit?
No-obligation meeting designed for mutual awareness.
DESIGN your discretionary life
A plan designed to align with your child-free lifestyle.
LIve your best life
Ongoing support to help you implement your plan and adapt to life’s changes.
Roadmap
Are we a fit?
No-obligation meeting designed for mutual awareness.
DESIGN your discretionary life
A plan designed to align with your child-free lifestyle.
LIve your best life
Ongoing support to help you implement your plan and adapt to life’s changes.
Roadmap
Are we a fit?
No-obligation meeting designed for mutual awareness.
DESIGN your discretionary life
A plan designed to align with your child-free lifestyle.
LIve your best life
Ongoing support to help you implement your plan and adapt to life’s changes.
about us
Hi, We're Cory & Lindsay
We started Discretionary inc. out of our unmet needs as entrepreneurial childfree people. Traditional financial planning is built for traditional life paths, and as childfree entrepreneurs we needed different guidance. This is our way of supporting our community, by helping you live the life you desire.
about us
Hi, We're Cory & Lindsay
We started Discretionary inc. out of our unmet needs as entrepreneurial childfree people. Traditional financial planning is built for traditional life paths, and as childfree entrepreneurs we needed different guidance. This is our way of supporting our community, by helping you live the life you desire.
about us
Hi, We're Cory & Lindsay
We started Discretionary inc. out of our unmet needs as entrepreneurial childfree people. Traditional financial planning is built for traditional life paths, and as childfree entrepreneurs we needed different guidance. This is our way of supporting our community, by helping you live the life you desire.
Download Our Discretionary Elements of Life Assessment
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