Chisholm Financial Planning

For over a decade, Chisholm Financial Planning & Investments has guided individuals towards financial freedom through personalized financial planning. Founded by Jenny Logan, a certified financial planner and attorney, our firm combines expertise in financial planning, investment management, and retirement planning to create a comprehensive and tailored approach to your financial success.

Our Mission

Our mission is to empower individuals to navigate the complexities of their financial lives by offering personalized guidance, transparency, and accountability. We believe financial planning should be accessible and understandable, and we tailor our communication to each client's needs and goals.

Why Choose Chisholm Financial Planning & Investments?

• Fee-only approach: We believe transparency is crucial, which is why we operate on a fee-only basis, ensuring our interests are aligned with yours.
• Fiduciary duty: As a fiduciary firm, we are legally and ethically bound to put your interests first in all our actions.
• Client-centric focus: We take the time to understand your individual needs, goals, and concerns to develop a personalized financial plan.
• Comprehensive services: We offer a wide range of services to address all aspects of your financial life, including financial planning, investment management, and retirement planning.
• Accessible and transparent: We utilize sophisticated tools and analytics but communicate them in clear and understandable terms.

Our Services

• Financial Planning: Develop a personalized roadmap to achieve your financial goals and mitigate potential risks.
• Financial Check-Up: Evaluate your current financial situation and identify potential areas for improvement.
• Investment Management: Manage your investments with a diversified portfolio tailored to your individual goals and risk tolerance.
• Online Courses: Access valuable educational resources and tools to take control of your finances.

Get Started Today

Take the first step towards financial independence by scheduling a consultation with us today. We will work with you to create a personalized plan that aligns with your unique needs and objectives.