Remote clients all over the world, including many active duty and retired service members. 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 of a life well lived and financial freedom is the central component.
With this as our guiding principle, we work with financial planning clients to structure their goals, strategies, 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-understanding that life offers freedom, purpose, and prosperity to those of us who take it.
With this as our guiding principle, we work with financial planning clients to structure their goals, strategies, 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-understanding that life offers freedom, purpose, and prosperity to those of us who take it.
Services
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, Georgia, Nevada, New York, North Carolina, Oregon, and Virginia.
Integrating our expertise and the technology of your Personal Financial Website, our three-step process of build, implement, & monitor is designed to provide you a baseline plan that is monitored and updated as your goals and life change. We complete the financial planning agreement, provide you with your client portal access, and obtain any financial details or items still needed.
A fiduciary is someone who is legally and ethically required to put your interests ahead of his or her own. At Chisholm, we are Certified Financial Planners, and as such, we have a fiduciary responsibility to you. More importantly, it is our underlying philosophy, not a regulatory regime, that compels us to act in your best interest.
We are inspired by the cowboys who traveled the Chisholm Trail; a post- civil war cattle trail stretching from Texas to Kansas. These brave pioneers embarked on this route seeking financial rewards and a better life.
Over the onerous two month journey, the rugged landscape was just one of the struggles these men would encounter; extreme weather, potential cattle stampedes, trail boss tolls, and conflicts with Native Americans made their passage very treacherous.Just as these men faced hurdles on the trail to prosperity, successful financial planning is a path laden with many difficulties along the way.
Over the onerous two month journey, the rugged landscape was just one of the struggles these men would encounter; extreme weather, potential cattle stampedes, trail boss tolls, and conflicts with Native Americans made their passage very treacherous.Just as these men faced hurdles on the trail to prosperity, successful financial planning is a path laden with many difficulties along the way.
We build and manage investment portfolios for clients using these three steps, each designed to address changes in your life and plans. Role of investment- How does this account fit into your total investment holdings and your financial planning objectives?. After building your portfolio allocation, determine how to invest or rebalance your holdings.
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