One Service: Financial Life Planning, with Socially Conscious Investing
To help you reach your courageous vision for a richer life – in every sense of the word
How Does It Work?
Every person or family is unique, but here are the basics of what we do:
- Get to know you in a meaningful way, financially and interpersonally
- Help you clarify your values and prioritize your hopes and dreams
- Guide you in making the financial decisions unique to you
- Develop a plan and help you implement it
- Offer direct management of your investable assets using our ethically screened portfolios designed to match your risk tolerance, timeframe, and values
Elements of a Financial Life Plan:
Retirement Savings
Investment Strategies
Tax Planning
Charitable Giving
Education & Other Savings
Estate Planning
Insurance Advice
Fee-Only Fiduciaries
We help you plan for your whole life — starting now, and continuing over time as your life evolves. We’ll be with you all along the way to look at your options as life changes, understand the implications of those options, and keep you on track to your true North, even if what that looks like changes over time.
And we do all this as fee-only fiduciaries, which means our advice must always be in your best interest. We take this fiduciary responsibility seriously: We accept no commissions or transaction fees and are paid on a fee-only basis.
“Integrating money and meaning is the perfect tagline for Chicory Wealth. It’s a wonderful feeling to have the level of trust I do with Chicory Wealth.”
This testimonial was provided by a current client of Chicory Wealth. This client was not compensated for this testimonial. No material conflicts of interest exist since this client was not compensated nor did this client receive any other benefit for providing this content.
