Core Beliefs

Live. Learn. Plan.

Core beliefs matter. At Childfree Wealth®, we have a set of core beliefs that guide both our practice and the financial planning we recommend.

Mission

Empowering the childfree community to plan an amazing life.

Vision

We inspire childfree people to define and pursue their greatest impact.

Core Beliefs

Our promise to clients

  • We plan for life first, then finances
  • We care for our clients for life
  • We are a fee-only fiduciary with flat-rate pricing

When it comes to our clients and team we believe

  • Learning and growth is paramount
  • Diversity and inclusion is vital
  • Reproductive health is a fundamental right

We are a company where team members can stay for life

  • Servant leadership
  • Work/life balance
  • Clear expectations with a growth plan for everyone
  • Team members are rewarded as part of the company success