Fee Only/Fee Based
Fiduciary Duty
Certified Financial Planner ®
Certified Divorce Financial Analyst™
Attorney
Mediation & litigation support
Convenient
Technology Driven
Accessible
Planning for Every Life Stage
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.
Distribution
- Estate planning.
- Gift planning.
- Estate taxes.
- Wealth transfer.
- Stretch IRAs.
Unexpected
- Divorce.
- Disability.
- Premature death.
- Long term care.
Our Philosophy.
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, or victory, of a life well lived and financial freedom is the central component.
With this as our underlying philosophy, we work with financial planning and divorce financial planning clients to structure their goals, 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 as life offers freedom, purpose, and prosperity to those of us who take it.
-Jenny Erdmann, Owner
Common Financial Planning Areas
- Retirement Savings
- College Savings
- Life Insurance Gap Analysis
- Disability Insurance Gap Analysis
- Goal Planning
- Liability Planning
- Distribution Planning
- Long Term Care Gap Analysis
- Estate & Gift Planning
- Real Estate Cash Flow
- Asset Allocation
- Stock Compensation
- Tax Planning
From a Certified Divorce Financial Analyst™, Certified Financial Planner®, and Attorney
Common Divorce Financial Planning Areas
- Spousal support calculations
- Child support calculations
- Tracing income and assets
- Needs analysis for support
- Stock option/compensation division
- Community/separate property tracing
- Retirement & pension plan division
- Mediation support
- Spousal support calculations
- Child support calculations
- Tracing income and assets
- Needs analysis for support
- Stock option/compensation division
- Community/separate property tracing
- Retirement & pension plan division
- Mediation support
- Settlement scenarios
- Employee benefits & deferred compensation division
- Future needs analysis
- Cash flow projections
- Real estate division
- Preparation of legal disclosures
- Preparation of financial exhibits
Divorce financial planning needs are often difficult to determine or describe. They can range from a straightforward computation to a range of complex calculations. Our services include anything related to the financial aspects of divorce, including financial filings. If you do not see your inquiry or service listed, contact us and we are happy to answer you questions and provide more information.
Financial Blog
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 ...
Read More
Financial Planning Advanced Tactics
"Advanced tactics are just doing the basics well. " How the second law of combat, SIMPLE, applies to financial planning ...
Read More
SWOT Analysis & Your Financial Plan
Time to apply SWOT analysis to all those personal financial planning goals ...
Read More
Pay no attention to that man behind the curtain.
Read More
Financial Planning Advanced Tactics
Read More
SWOT Analysis & Your Financial Plan
Read More