Our Offerings

forest scene with roots connected by a winding path leading to a hopeful destination; along the path are CFO collaborators, their roles within the financial care team, and questions a client may ask on their wealth redistribution journey

A special shoutout to A Visual Approach for bringing our layered work to life through this illustration!

Image description: forest scene with roots connected by a winding path leading to a hopeful destination; along the path are CFO collaborators, their roles within the financial care team, and questions a client may ask on their wealth redistribution journey.

We coordinate a justice-oriented approach to…

  • ✹ Financial Planning ✹

  • ✹ Investment Management ✹

  • ✹ Estate Planning ✹

  • ✹ Philanthropic & Giving Advice ✹

  • ✹ Enoughness Coaching ✹

  • ✹ Somatic Services ✹

  • ✹ Land & Real Estate ✹

  • ✹ And More... ✹

*Disclaimer: Chosen Family Office does not provide investment or legal advice, therapy, or real estate representation. We connect you to the relevant practitioners as needs arise.

Our typical client journey is six months long. We will be your primary touchpoint along the way, connecting you with values-aligned practitioners and together creating a chosen care team which supports you on a journey to solidarity, clarity, agency, intention.

We also understand that sometimes you don’t have capacity to dive into a long-term client journey with us. If you’d like to inquire about a one-time consultation, please click below: 

One-Time Consultation

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