ARE YOU ON TRACK?
Use our Financial Check-Up service to find out where you stand with your finances.
For those with less complex needs, we cover as much as we can about your financial situation and goals. Following our review of your finances, we send you a summary of our findings and recommendations.
Ideal for clients who want a one-time financial check-up session to confirm they are on the right track and get limited scope advice.***
COMMON TOPICS COVERED IN OUR TWO-HOUR CHECKUP SESSION:
Basic investment philosophy/strategies
Retirement savings targets
Debt pay-down strategies (student loans, consumer debt, etc.)
First home purchase planning
College savings advice
Guidance on employer-provided benefits
Life, disability, and long-term care gap estimates
Specific financial goals you have
Session Price = $1500
***This session is for clients with limited financial inquiries and does not provide a comprehensive financial plan. Detailed investment advice and specific portfolio recommendations may require more in-depth work than the standard financial check-up session allows.
We have a fiduciary duty to you. Our Financial Planners are all licensed by the Certified Financial Planner™ board, which means we are legally and ethically required to put your interests ahead of our own. The tight legal oversight of our industry ensures that our interests are aligned.
Collaborative Financial Planning
We approach financial planning from a team perspective. You provide us your perspective and financial priorities; Chisholm provides data, expert analysis, and feedback illustrating your financial options and realistic outcomes. Working with you, we help you define your financial goals, create a plan to accomplish your goals, and adjust the plan as things change.
Services accessible entirely online and from wherever you live. Our remote services offer a convenient and time-efficient way for clients to work with a financial planner on an ongoing basis as their financial situation and goals change—no matter where they live or where life takes them. We utilize simple online tools to facilitate our meetings and the ongoing monitoring and adjustments of your financial plan.
Transparent Fee Structure
Fee-based & transparent financial planning services. While some in our industry may make money selling you financial products, our financial planning services are fee-based. Meaning, you pay us for our time and expertise—your success is our goal. When working with clients and making recommendations, we focus on topics and strategies that we believe are foundational for long-term financial planning success.
Our ongoing services will adapt to life changes. Financial planning is dynamic. As your life changes, your financial priorities can change. To help you be successful we work with clients on an ongoing basis so we can assist you to quickly re-prioritize your goals and adapt to any new circumstances.
10+ Years in the Industry
Time in the business means experience with clients in all stages of life. Over the last 10 years, our practice has grown to understand the demands of family life and complex scheduling needs that brings. Our advice is friendly and efficient, providing you the strategies and tactics you need to implement your financial plan without overcomplicating your life.
Unique professional insight guides clients in areas often not addressed with traditional planners. With previous experience as a practicing estate planning & business transactional attorney, Jenny Logan brings a unique perspective to her work with clients and the strategies Chisholm implements.
Our advice is straightforward and clear. Financial planning can have inherent layers of complexities, however, we build our plans and implement strategies that are simple, clear, and concise so you can understand the scope of the plan and the step to implement it. We strive to always communicate our advice as clearly as possible—to make sure you knows what steps you should take and also why those steps will lead to financial success.
Your success is our goal. Jenny Logan founded Chisholm because she believes that individual freedom is the ultimate objective to a life well lived and financial freedom is the central component. With that in mind we structure your goals and tactics in a way that puts you on the path to financial freedom.
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.