Childfree people exist, and Maddy Roche argues they deserve financial planning that reflects their unique circumstances.
In this clip from RIA Collective, Maddy explains why she believes understanding how to financially plan for childfree clients is part of an advisor’s fiduciary responsibility. Charlie also highlights the size of this underserved community and the opportunity it represents for financial advisors.
What does financial planning look like when children aren't part of the picture?
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