Holistic Financial Life Planning

What is Holistic Financial Life Planning?


At Chicory Wealth, we offer holistic Financial Life Planning to help you integrate money into the total tapestry of your life and your community. The Financial Life Planning process begins with clarifying your values, priorities, circumstances, and aspirations, then we help you define and design your unique version of a rich and meaningful life. We help you implement this plan and continue to work with you as your life and circumstances shift over time.


Chicory Wealth’s Financial Life Planning and asset management services include both quantitative and qualitative aspects:

  • The quantitative aspect involves the “nuts and bolts” of your Financial Life Plan and helps answer whatever questions you have, such as “When can I retire?” and “What’s the best way for me to save for my goals?” The plan may include a number of elements, such as goal prioritization, a summary of your current financial situation, cash flow analysis, a review of insurance needs, tax planning strategies, education planning, legacy planning, recommendations for asset allocation, portfolio management services (including ESG Investingimpact investing, and shareholder advocacy), and others, depending on your financial situation.
  • The qualitative aspect relates to your feelings about your money as well as the orientation of your heart and how you want to use those resources in the service of your values. We work with you to help you clarify your values, goals, priorities, and potential transitions and present our recommendations for realizing your aspirations. We help prepare you to meet the unexpected obstacles that inevitably come along with resilience and confidence. And we will be with you to nurture and celebrate your progress toward more mindful financial decision-making and well-being.



We are a flat fee-only firm, which simply means that our fee structure is completely transparent and inclusive of advice on all your financial life and assets regardless of where they “live” or what form they are in. The cost of this comprehensive and holistic approach to financial advising is based on the following formula: 1% of your household’s gross income plus 0.5% of your household’s net worth. This is a unique fee structure with no hidden costs, and, in many cases, will be less than what you might be currently paying other firms who are using a traditional AUM (Assets Under Management) fee structure. Click the button below to be in touch.