Start  your  journey  to 

Financial  Freedom

Online Financial Planning

Online financial planning services.

We know there are many choices.

Here are some reasons to hire us.

Inspired by the cowboys who traveled the Chisholm Trail seeking financial rewards and a better life.

We believe that financial freedom is the ultimate objective.

  • 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.
  • 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 your Personal Financial Website to streamline planning & implementation.
  • Same professional advice, on an ongoing basis.

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

Jenny Erdmann

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.
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