Our financial planning packages are ideal for clients looking to work with a financial planner on an ongoing basis. Our services are provided in two steps. First, Clients pay the initial fee one time which provides you with a comprehensive financial plan.
Following the creation of your plan, we continue our services on a retainer basis to help you implement and monitor your goals.
Securities and Investment Advisory services offered through Woodbury Financial Services, Inc Member, FINRA /SIPC and Registered Investment Advisory Firm. CA Insurance License #0H00729. Jenny Erdmann is licensed to do business in California, Colorado, North Carolina, Georgia, Nevada, and Virginia. Chisholm Financial Planning is not an affiliated entity of the Woodbury Financial Service companies. Woodbury Financial Services and its representatives do not provide legal, tax, or real estate advice. Please consult an appropriate advisor regarding your personal situation prior to acting on any information.The forgoing information and opinions are for general informational purposes only and are not intended as an offer or solicitation with respect to the purchase or sale of any security or offering of individual investment advice. Legal Services offered by Jenny Erdmann are independent of Woodbury Financial. Insurance and Divorce Planning services offered through Chisholm Financial Planning, are not affiliated with Woodbury Financial Services.
The information being provided through any links to other websites is strictly a courtesy. When you go to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.