Start your journey to Financial Freedom

Financial Planning

Certified Financial Planner®
Fee Only/Fee Based
Fiduciary

Virtual Financial Planning

Convenient
Online Financial Planning Tools
Accessible

Divorce Financial Planning

Certified Divorce Financial Analyst™
Attorney
Mediation & Litigation Support

Plan for all Stages of Life

  • Saving for retirement
  • College planning
  • Home, second home, or rental property purchase
  • Stock compensation
  • Starting a business
  • Retirement income needs
  • Health and long term care coverage
  • Travel planning
  • Lifestyle management
  • Social Security analysis
  • Estate planning
  • Gift planning
  • Estate taxes
  • Wealth transfer
  • Stretch IRA planning
  • Divorce
  • Disability
  • Premature death
  • Long-term care

Why Chisholm?

Learn more about our philosophy and approach when working with clients.

Chisholm Story
Approach

Our belief is that financial freedom is the ultimate objective.

We approach financial planning from a team perspective.

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 and divorce 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

Jenny Erdmann

Look me up.

Fiduciary

  •  We put your interests ahead of our own.
  • Our underlying philosophy in the client/planner relationship requires us to act in your best interest.

Fee based

  • Not compensated by selling your products.
  • You pay only for time and professional expertise.
  • Advice about where and how you should save/spend/invest your money.

Accessible

  • Flexible & convenient to fit your schedule.
  • Provided your own personal financial website.
  • We work with remote clients all over the world, including many active duty and retired service members.
financial planning

Financial Planning

Our Comprehensive Financial Planning Services:

  • Require no account or net worth minimums.
  • Fee-based consultant services.
  • Packages to cover your entire planning needs.
  • Periodic services for those who need ongoing support.
  • Access to personalized financial website to streamline planning & implementation.
virtual financial planning

Virtual Financial Planning

Access Our Financial Planning Services Remotely

  • Flexible & convenient to fit your schedule.
  • We work with remote clients all over the world, including many active duty and retired service members.
  • Access to personalized financial website to streamline planning & implementation.
  • Same professional advice, on an ongoing basis.
divorce financial planning

Divorce Financial Planning

Divorce Financial Planning Services:

  • Any matter related to the financial division of assets.
  • Assistance with financial filings & disclosures.
  • Flexible & tailored services depending on your situation.

Financial Blog

man behind the curtain

Pay no attention to that man behind the curtain.

Ever want a peak behind the curtain of the financial planning industry? Observations and a behind the scenes take on the convoluted world of financial services ...
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advanced tactics

Financial Planning Advanced Tactics

"Advanced tactics are just doing the basics well. " How the second law of combat, SIMPLE, applies to financial planning ...
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SWOT Analysis

SWOT Analysis & Your Financial Plan

Time to apply SWOT analysis to all those personal financial planning goals ...
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Financial Discipline. Freedom.

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