How It Works

KURICO makes financial planning simple, flexible, and personalized. You'll create your own secure client portal, input your information at your pace, and get expert-backed insights based on your goals. With smart tools, a CFP® professional behind the scenes, and on-demand chatbot support, you’ll always know your next step—no pressure, just progress.

You can pause your subscription anytime—and even while paused, you’ll still have access to your portal to view everything you’ve completed so far.

How It Works

KURICO makes financial planning simple, flexible, and personalized. You'll create your own secure client portal, input your information at your pace, and get expert-backed insights based on your goals. With smart tools, a CFP® professional behind the scenes, and on-demand chatbot support, you’ll always know your next step—no pressure, just progress.

You can pause your subscription anytime—and even while paused, you’ll still have access to your portal to view everything you’ve completed so far.

Step 1: Create Your KURICO Client Portal

Sign up to access your secure KURICO client portal.

Your onboarding starts here—secure, personal, and built just for you.

And if you ever get stuck or feel unsure, you can message the chatbot anytime for guidance.

Step 2: Input Your Financial Information

Enter details about your income, expenses, assets, debts, and insurance. You can stop anytime and return later—your progress is always saved.

The more information you include, the more detailed and personalized your financial snapshot and recommendations will be.

Step 3: Choose Your Planning Focus

At the end of onboarding, select the financial goal you want to work on first—whether it's buying a 1st home, vacation, debt, retirement, or something else. You can add, edit and delete your goal anytime.

Step 4: See Your Big Picture

Once your data is in, you’ll get a clear snapshot of where you stand.

KURICO visualizes your financial life so you can move forward with clarity.

Need help understanding what your snapshot means?
We regularly share tips and breakdowns on how to read and interpret your results—follow KURICO on Facebook and Instagram to learn more.

Step 5: Test Actions and See the Impact

Adjust your plan and explore the “what ifs.” Whether you increase savings, change your retirement age, or update your investment allocation, you’ll see how each action affects your goals and overall probability of success. It’s a safe space to experiment—so you can make confident decisions before taking action in real life.

Step 6: Get Feedback from a CFP® Professional

A CERTIFIED FINANCIAL PLANNER® will review your data and add personalized recommendations in the notes section of your portal.

You can also create your own tasks and use the built-in tracker to stay organized and make steady progress—on your terms, at your pace.

Step 7: Ask Questions Anytime

Have a question or feel stuck?

Use Messenger to chat with our financial chatbot anytime. It’s a simple, private way to get general guidance and explore your next step—on your schedule 24/7, without pressure.

Step 8: Book a Zoom Call (Anytime You Want)

Need a deeper conversation?

You can book a 1-on-1 Zoom session with a CFP® professional whenever you're ready. You're in control.

Step 9: Update As Life Changes

Your portal grows with you. You can update your information, adjust your goals, and track your progress anytime during your subscription.

Step 9: Pause or Cancel Anytime

You can pause or cancel your subscription at any time. Even while paused, you'll still have read-only access to your KURICO portal—so you can see how far you’ve come and pick up right where you left off.