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What Does a Personal Financial Plan Include?

What Does a Personal Financial Plan Include?

by Liz McGeachy, Communications Director | Nov 21, 2019 | Uncategorized

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.

When Opposites Come Together, Can Peace Follow?

When Opposites Come Together, Can Peace Follow?

by Chicory Wealth Team | Aug 14, 2019 | Uncategorized

Financial Advisor Jacob Newcomer wonders whether an unlikely joint venture can bring peace.

Market Review from Daniel McNabb

Market Review from Daniel McNabb

by Chicory Wealth Team | Jul 17, 2019 | Uncategorized

Investment Specialist Daniel McNabb takes a look at the second quarter.

What is a fee-only financial planner?

What is a fee-only financial planner?

by Liz McGeachy, Communications Director | Jun 20, 2019 | Uncategorized

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.

Clarifying What We Value

Clarifying What We Value

by Maggie Kulyk, CEO and Founder | Apr 24, 2019 | Uncategorized

The Chicory Wealth team recently went through the process of articulating our values — a great exercise!

Big News! A new publication from CEO Maggie Kulyk

Big News! A new publication from CEO Maggie Kulyk

by Liz McGeachy, Communications Director | Mar 24, 2019 | Uncategorized

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...
Are You Proactive about Aging?

Are You Proactive about Aging?

by Chicory Wealth Team | Feb 27, 2019 | Uncategorized

There are tools that can help you be proactive for yourself and your loved ones.

A quick look back at our big leap, and a longer look forward

A quick look back at our big leap, and a longer look forward

by Chicory Wealth Team | Jan 23, 2019 | Uncategorized

This time last year, we were in the middle of a leap-of-faith. Today we’re moving forward with some exciting new features.

A Different Take on Financial New Year’s Resolutions

A Different Take on Financial New Year’s Resolutions

by Chicory Wealth Team | Jan 1, 2019 | Uncategorized

It’s the beginning of a new year, so of course we’re seeing lots of articles advising the best ways to start the year off right. Financial firms will likely be advising you to set financial goals, develop concrete steps for reaching those goals, pay off your debt, use...
Holiday Greetings and news from Maggie’s Giving Group

Holiday Greetings and news from Maggie’s Giving Group

by Liz McGeachy, Communications Director | Dec 18, 2018 | Uncategorized

The most successful Maggie’s Giving Group event yet (complete with video) — and greetings of the season from Chicory Wealth!

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Recent Posts

  • What Does a Personal Financial Plan Include?
  • When Opposites Come Together, Can Peace Follow?
  • Market Review from Daniel McNabb
  • What is a fee-only financial planner?
  • Clarifying What We Value

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    Chicory Wealth
    2786 N Decatur Road, Suite 260
    Decatur, GA 30033-5983

     

    Contact:
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    Fax: 404.294.8610
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