Financial Planning

Divorce Financial Planning

Online Financial Planning

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

Financial Planning

From a Certified Financial Planner®

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

Ready to start your financial planning mission?

Build a straightforward strategy designed to achieve your financial planning victory.

Divorce Financial 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
  • Settlement scenarios
  • Employee  benefits & deferred compensation division
  • Future needs analysis
  • Cash flow projections
  • Real estate division
  • Preparation of legal disclosures
  • Preparation of financial exhibits

Thinking about or in the middle of a divorce?

Understand your financial options and their impact on your post divorce future.

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.

Online Financial Planning

Convenient & Accessible

All services available remotely.

Work with a financial planner no matter where you live or work.

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