Childfree Wealth's Mission, Vision, & Core Beliefs
Oct 24
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Jay Zigmont, PhD, CFP®
Mission, vision, and core beliefs matter. At Childfree Wealth®, we use these to guide our life and financial planning practices.
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
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Copyright © 2024
Childfree Wealth® testimonials were given by current clients. No Cash or non-cash compensation was provided for the testimonial. There are no material conflicts of interest between Childfree Wealth and the person giving the testimonial. Investment advisory services are offered through Childfree Wealth®, an SEC registered investment advisor. Registration does not imply a certain level of skill or training. All written content on this site is for information purposes only.
Childfree Wealth® is a registered trademark of Childfree Wealth, LLC. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S
Childfree Wealth® is a registered trademark of Childfree Wealth, LLC. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S