New Advisor Profile Videos
We’re excited about these new short videos to help you get to know our advisors.
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.
