online financial planning

online financial planning

Online financial planning services.

We know there are many choices.

Here are some reasons to hire us.

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

Book a 30-minute complimentary consultation to find out more

During our consultation we will:

  • Discuss your financial goals & current situation.
  • Walk you through our services, process, and pricing.
  • Discuss the next steps in your financial planning journey.

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®, Certified Divorce Financial Analyst™, 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

Unexpected Events

why chisholm

We know there are many choices. Here are some reasons to hire us.

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.

Financial Discipline. Freedom.

Schedule a Consultation