online financial planning
Online financial planning services.
Our Services
- Require no account or net-worth minimums
- Online services that are flexible and convenient to fit your schedule
- Comprehensive financial planning covering all your needs
- Periodic services for those who need ongoing support
- Remote clients all over the world, including many active duty and retired service members
- Access to your Personal Financial Website to streamline planning & implementation
Welcome
Inspired by the Cowboys who traveled the Chisholm Trail in search of financial rewards and a better life, I founded Chisholm on the belief that we too are pioneers of our own financial destiny. I believe individual freedom is the ultimate objective of a life well lived and financial freedom is the central component.
With this as our guiding principle, we work with financial planning clients to structure their goals, strategies, and tactics in a way that puts them on a path towards financial freedom.
At Chisholm, we urge our clients to look at financial planning through this lens, and to live in a way that reflects the cowboy spirit—understanding that life offers freedom, purpose, and prosperity to those of us who take it.
-Jenny Erdmann, Owner, Certified Financial Planner®, California licensed attorney
Inspired by the cowboys who traveled the Chisholm Trail seeking financial rewards and a better life.
Plan for all Stages of Life
Wealth Accumulation
- Saving for retirement
- College planning
- Home, second home, or rental property purchase
- Stock compensation
- Starting a business
Retirement
- Retirement income needs
- Travel planning
- Lifestyle management
- Social Security analysis
- Investment planning
Estate Planning
- Estate planning
- Gift planning
- Estate taxes
- Wealth transfer
- Stretch IRA planning
Fiduciary
- We put your interests ahead of our own.
Accessible
- We work with remote clients all over the world, including many active duty and retired service members.
Team-Focused
- We are the leader of a team working together to achieve your financial planning objectives.
Fee-based Services
- Not compensated by selling you products.