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