Start your journey to
Financial Freedom
Convenient
Online Financial Planning Tools
24/7 Virtual Access
Certified Divorce Financial Analyst™
Attorney
Mediation & Litigation Support
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
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
- Health and long-term care coverage
- Travel planning
- Lifestyle management
- Social Security analysis
Estate Planning
- Estate planning
- Gift planning
- Estate taxes
- Wealth transfer
- Stretch IRA planning
Unexpected Events
- Divorce
- Disability
- Inheritance planning
- Premature death
- Long-term care
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.
Our belief is that financial freedom is the ultimate objective.
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.
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 Services:
- Any matter related to the financial division of assets.
- Assistance with financial filings & disclosures.
- Flexible & tailored services depending on your situation.
Financial Blog
Take Pride In Your Work
To survive, the American Cowboy’s ethos demanded an immeasurable capacity for hard work. Just like the cowboy, our ultimate success—financial freedom— requires an arduous journey that is full of hard work ...
Read More
Live Each Day With Courage
We must attack our hardships head-on, living each day with courage, even under seemingly impossible circumstances, and move forward seeking financial rewards and a better life ...
Read More
Code of the West
The iconic cowboy represents the best of America— courage, hard work, and overcoming insurmountable challenges. Their struggles are symbolic of the countless challenges we face in our own lives on the road to success ...
Read More
Take Pride In Your Work
Read More
Live Each Day With Courage
Read More
Code of the West
Read More