Virtual Financial Planning

busy life, but still Need professional financial planning?

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

Our Virtual Services

Financial Checkup

Confirm you are on track.

Financial Planning

Work with a planner on an ongoing basis.

Portfolio Review

Get a second opinion on your investments.

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.

Why Chisholm?

You have so many choices, why hire us?

Learn more about our philosophy and approach when working with clients.

We have a fiduciary duty to you.

We provide fee based financial planning services.

Our belief is that individual freedom is the ultimate objective, or victory, of a life well lived and financial freedom is the central component.

We approach financial planning from a team perspective; helping clients accomplish their goals efficiently and effectively.

Convenient

Access a CFP ® from anywhere.

Technology driven

Secure and user friendly.

Accessible

Work with us from anywhere.

Fiduciary

  •  A fiduciary must put your interests ahead of their own.
  • As board Certified Financial Planners, we have a fiduciary responsibility to you.
  • Our underlying philosophy in the client/planner relationship requires us to act in your best interest.

Fee based

  • Not compensated by selling your products.
  • You pay only for time and professional expertise.
  • Advice about where and how you should save/spend/invest your money.

Accessible

  • Flexible & convenient to fit your schedule.
  • Work with many clients outside San Diego, including many active duty military.
  • Same professional advice, on an ongoing basis.

Ongoing support

  • Provided ongoing support and updates through webinars, blogs, and other resources to continue moving forward with your plan.
  • Process in place to meet with clients as often as needed.
  • Secure client login with access to financial planning tools at anytime.

Financial Discipline. Freedom.

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