Chicory Wealth is offering a free workbook that allows you to leave critical information for your loved ones when you are no longer here.
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.
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.
The most successful Maggie’s Giving Group event yet (complete with video) — and greetings of the season from Chicory Wealth!