It's okay not to know.
Money feels complicated because no one taught us. Start a judgment-free conversation about your finances—no "dumb questions," no overwhelm, just clarity at your pace.
What ChatWick covers
Everything your financial advisor would cover—without the gatekeeping.
From day-to-day cashflow to long-term investing, ChatWick helps you make confident decisions with clear, actionable next steps.
Goal-Based Planning
Set and track financial goals from retirement to buying a home, with personalized roadmaps.
Investment Analysis
Understand your portfolio allocation, risk exposure, and optimization opportunities.
Debt Strategy
Get customized debt payoff strategies—avalanche, snowball, or hybrid approaches.
Financial Education
Learn key concepts as you go, with explanations tailored to your situation.
Life Event Planning
Navigate major life changes like marriage, children, job transitions, and retirement.
Scenario Modeling
Explore different financial paths and see how decisions impact your future.
How it works
From conversation to plan in minutes.
Answer a few questions, and ChatWick turns it into clear next steps you can actually follow.
Share Your Story
Tell our AI about your life situation, income, expenses, debts, and goals through a friendly conversation.
Get Analyzed
Our AI analyzes your complete financial picture using professional methodology and best practices.
Receive Your Plan
Get a comprehensive financial plan with actionable recommendations tailored to your situation.
Learn & Grow
Understand the 'why' behind each recommendation with educational content built into your plan.
Common questions
Everything you need to know
Have questions about how ChatWick works? We've got answers.
Ready to take control of your financial future?
Start a guided conversation and get a plan you can actually use—budget, debt payoff, investing, and goals.
Not ready yet? Join our waitlist for updates and early access perks.