Saving for Education, a House, Travel

Whether it’s a new house, a long-desired trip, college tuition, or some other major goal, Chicory Wealth can help you envision that goal as part of the larger landscape of your life. Part of the holistic Financial Life Planning process is helping you focus in on your goals and why they are important, then developing strategies for reaching them. This is not always as easy as it sounds, but it’s crucial to a holistic life plan. Having a trusted financial planner guiding you makes it much easier. These are some of the questions we can help answer:


  • I’ve got three kids – what’s the best way to save for their college expenses – a 529, a Roth IRA, a Unified Trust to Minors Account, cash value life insurance, or something else?
  • We’d love a more energy efficient house, but how do we know what we can afford?
  • I’d like to travel now while I’m still young enough to enjoy it, but how can I make that happen?
  • What are the options if I want to support the causes that are important to me?