For My Loved Ones
Chicory Wealth is offering a free workbook that allows you to leave critical information for your loved ones when you are no longer here.
What Does a Personal Financial Plan Include?
Traditionally, financial advisors who create personal financial plans for their clients tend to focus mostly on the numbers in their clients’ lives – their asset levels, their cash flow, their savings plans, their net worth. This data-driven approach can be used to project their likelihood of “success” in retirement.
What is a fee-only financial planner?
Because Chicory Wealth is a fee-only practice, our clients pay a flat fee for financial planning services and a separate percentage fee for managing the clients’ assets. We are never paid by commission for selling other products, meaning no conflicts of interest. Simple.
Big News! A new publication from CEO Maggie Kulyk
Many of you reading this likely know that our focus at Chicory Wealth extends beyond just nuts-and-bolts money management. While this is important, we see our role in a wider lens too: helping create balanced lives, socially just communities, and a healthy planet. We...
Holiday Greetings and news from Maggie’s Giving Group
The most successful Maggie’s Giving Group event yet (complete with video) — and greetings of the season from Chicory Wealth!
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