My main interest is in people — getting to know them, listening to them and helping them balance their finances with the rest of their lives in a way that has meaning to them. I started in the financial industry in 2002 and opened Maggie Kulyk and Associates soon after. In 2018, this business became Chicory Wealth, a fee-only financial life planning and sustainable wealth management firm. I’m a CRPC® (Chartered Retirement Planning CounselorSM), a Chartered SRI Counselor™ and a member of the Financial Planning Association. I’m also the author of Integrating Money and Meaning: Practices for a Heart-Centered Life.
I’m married to Dr. Wendy Farley, professor of Christian spirituality and director of the Christian Spirituality Program at San Francisco Theological Seminary, and we have four children: Joanna, Scotty, Paul and Yana, and one grandchild, Liv. My constant companion is a coton de tulear named Teddy.
A balanced life for me includes pickleball, beer, time with my beloved family and friends and hanging out on Orcas Island, Wash.
Email: info@chicorywealth.com | Website: chicorywealth.com
LinkedIn: www.linkedin.com/in/chicorywealth
