Take A Step In Your Journey To Financial Freedom

Welcome To Chisholm Financial!

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.

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-  Jenny Erdmann Logan, Owner, Certified Financial Planner®, California licensed attorney

Our Services

Financial Planning

Financial Check-Up

Investment Management

Portfolio Review

What We Offer

At Chisholm Financial we require no account or net-worth minimums. We have online services that are flexible and convenient to fit your schedule and comprehensive financial planning covering all your needs. We offer Periodic services for those who need ongoing support and remote clients all over the world, including many active duty and retired service members. We also provide you with access to your Personal Financial Website to streamline planning & implementation.

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

  • Divorce

  • Disability

  • Inheritance planning

  • Premature death

  • Long-term care

Why Choose 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.

Book A 30 Minute FREE Consultation!

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.
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