Chicory Wealth Blog
These monthly offerings provide information on a variety of subjects. Find them all HERE.
Chicory Wealth Webinars
Chicory Wealth regularly provides online webinars on important topics for our clients and others. You can watch them HERE.
Our book, Integrating Money and Meaning
In 2019, Chicory Wealth published the book Integrating Money and Meaning: Practices for a Heart-Centered Life, by CEO and founder Maggie Kulyk, with Liz McGeachy. If you want to delve deeper into your relationship with money, Integrating Money and Meaning: Practices for a Heart-Centered Life and the accompanying workbook can be your guides.
Legal and Privacy
Find links to this important information HERE.
Maggie’s Giving Group
Each year the clients of Chicory Wealth nominate charities to be considered as beneficiaries of an annual December fundraising event. Maggie’s Giving Group board members then choose two final charities. Everyone is welcome to participate. Find out more about Maggie’s Giving Group HERE.
Sustainability and Wellbeing in the Workplace
At Chicory Wealth, we are devoted to environmental stewardship, maintaining ethical and humane employment policies, being open and transparent in our operations, and connecting with the wider community. Read about our policies HERE.
For My Loved Ones at the Time of My Death
Chicory Wealth is offering a free workbook to make it easy for you to communicate critical information to your loved ones when you pass away. We understand that thinking and talking about the end of life can be difficult and uncomfortable, but we have also seen first-hand how critical such communication is to those who are left behind. Preparing ahead to make our loved ones’ decisions easier at the time of our death is one of the best gifts we can give them. This workbook is available in two versions: one in Microsoft Word, for those who want to fill out an electronic version (always password-protect such documents if you keep them on your computer), and another in PDF, to be printed out and filled out by hand. IMPORTANT: This workbook is not a legal document and does not replace your important estate documents. It also should be updated regularly.
- For My Loved Ones at the Time of My Death (Microsoft Word version)
- For My Loved Ones at the Time of My Death (PDF version)
Dive Into Even More Resources
We have a list of organizations we work with, books we recommend, and white papers on our DIVE IN page. Explore!
Ready to learn more?