financial life planning for the childfree community

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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

Your Resources

Direct your wealth toward what truly matters to you

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 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

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.

Are you ready?

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.

Learn More

Download Our Discretionary Elements of Life Assessment

Join others just like you for tips, strategies, and resources to living your life by design.

WHERE THE LIFE YOU CREATE IS YOUR OWN

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Discretionary inc. is a registered investment advisor offering advisory services in the State of Colorado, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.