Financial planning for the rest of us
Most people can't afford a financial advisor. ChatWick changes that by combining AI with professional financial planning principles to help everyday people build real, actionable plans for their money.
Our mission
We believe everyone deserves access to quality financial guidance — not just people who can afford to pay hundreds of dollars an hour for an advisor.
ChatWick was built to help folks put together a real plan to tackle their real financial problems. Whether you're figuring out how to pay off debt, building an emergency fund, or planning for retirement, ChatWick meets you where you are and helps you move forward.
We're not trying to replace financial advisors. For complex situations — estate planning, tax strategy, business finances — a licensed professional is the right call. But for the everyday financial decisions that most people face, ChatWick provides the structure and guidance that used to be available only to the wealthy.
How it works
Tell us your situation
Have an honest conversation about your finances — income, debts, goals, worries. No judgment, no jargon.
Get a personalized plan
ChatWick analyzes your situation and builds a step-by-step plan based on professional financial planning principles.
Take action
Follow your plan at your own pace. Come back anytime to adjust, ask questions, or track your progress.
What we stand for
Transparency
We're upfront about what ChatWick is and isn't. We're an AI-powered educational tool — not a registered investment advisor. We help you think through your finances, but big decisions deserve a licensed professional.
Accessibility
Quality financial guidance shouldn't require a $5,000 retainer. ChatWick makes professional-grade planning concepts available to everyone, regardless of income or net worth.
Privacy
Your financial data stays yours. We use industry-standard encryption and never sell your information. You control what you share, and you can delete your data at any time.
Built with care
ChatWick is built by a small team passionate about making financial planning accessible. We combine expertise in software engineering and financial literacy to create tools that actually help people.
Important disclosures
ChatWick is not a registered investment advisor. We provide educational information and general financial guidance powered by AI. This is not personalized investment advice.
Our AI uses professional financial planning principles to help you think through your situation, but it can make mistakes. Always verify important financial decisions with a licensed professional, especially for tax planning, estate planning, and investment management.
For our complete legal disclosures, please see our Disclosures page.
Ready to take control of your finances?
Start a free conversation with ChatWick and build a plan that works for your life.
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