What a Year

Whew! To think that last year at this time we were in mid-jump of an enormous leap of faith, transforming our practice into an independent financial life planning firm with a focus on integrating money and meaning. It was a huge lift, with – admittedly – a few sleepless nights on our part. But because we have an incredibly hard-working and dedicated team, sophisticated tools, and – most importantly – fantastic clients, we did it. While we continue to refine our systems and technology, we have tried never to let up on our most cherished goal: to connect personally with each of you. We made this big change because we truly believe in our services and want to provide them in the best way we can. Thank you for taking that leap with us!

 

Moving Forward

While we feel good about the past year, we know we must continue to evolve. There are always new ideas percolating to move us forward. We don’t want to inundate you with too many all at once, so we’ll mention just a few:

 

Educational Online Webinars

Our clients now live throughout the United States, but new and better technology means we can still connect with you in real time through live webinars. This year we hope to provide at least one live webinar per quarter on a particular subject – perhaps the state of the market, an exploration of ESG investing, or some other topic. These will be presented by our CEO Maggie Kulyk, one of our other team members, or an outside, aligned professional. Participants can log-in from their computer, tablet, or phone, or just listen to the audio. Stay tuned for announcements about these free, upcoming webinars. We encourage you to invite your friends and family to these and share these opportunities through your social networks.

 

Market Reviews

Each quarter we’ll be uploading a new market review to the Resources page of our website. We’ve recently uploaded our 4th quarter market review, as well as our 2018 annual market review. You can see both of these here, and check in each quarter for a new update.

 

New Technology Tools

We’ve recently started working with Money Quotient, a nonprofit organization that partners with financial firms to develop holistic and multi-disciplinary approaches to financial education and planning. Through this connection, we’ll be able to offer some new tools and strategies to bring more meaning and depth into the financial planning process. After all, our goal is integrating money and meaning, a unique objective in the financial industry. We believe this will help us do that even better.

 

And a Book!

We’re very excited about the upcoming publication of Integrating Money and Meaning: Practices for a Heart-Centered Life, a book collaboration between Maggie Kulyk and Liz McGeachy. This is a practical but personal guide to finding a deeper connection to the “heart” inside our society’s complex money system and our part in it. Using her own story and the stories of others as examples, Maggie offers an honest look at how money profoundly influences our lives and the wider society. She then provides practices that the reader can use to bring money out of the shadows, heal its wounds, and create a new relationship with money based on our true “heart.” Publication will likely be in early spring, so stay tuned!

 

New Offering: Financial Planning for Young Adults

Do you have any special young adults in your life you want to help launch on a strong financial footing? We’re now offering a special flat-fee “millennial” plan that will provide the client age 35 or younger with cash management techniques and access to the Chicory Wealth client portal, advice on balancing student loan payoffs with short- and long-term savings goals, advice on first time home purchases, workplace benefit analyses, and more. Call us at 404.294.5917 or email [email protected] to find out more.

 

Birthday Video

Each year we have a new birthday video created that we email to our clients on their special day. The theme for this year’s video is HOPE, a practice we may all choose to embrace in the coming year.

 

We’re looking forward to a hopeful year – thanks for coming along!

 

Photo above by Sammie Vasquez of Unsplash