Luann R. 
 
2023-10-09
 
 
 Verified 
I spoke with Jenny a number of years ago when I was seeking financial advice. Her clear communication, knowledge of finances, and genuine interest in assisting me and knowing what I value made me choose her as my new financial advisor over a few others. She's organized and timely, listens carefully , and answers questions about long and short term goals. She gives me options and alternatives to think about; I see how she constantly strives for her own professional goals and objectives. She continues to learn and try new things. I rarely write reviews, but I do want her to know how much I appreciate her and her team. Great job Jenny!
  
 
  
 
 
 
  
 
 
 Mary Ellen D. 
 
2022-08-22
 
 
 Verified 
After interviewing several planners, I chose Chisholm because Jenny seemed the most capable of helping me with a sound financial plan from a financial and legal point of view. Jenny has been fantastic. She took the time to understand my current situation (which involved divorce and real estate and college costs) and needs for the future and built a complete plan for me and quickly updated it with changes I had. She is also incredibly responsive and gets back to me whenever I have any question. She is also a licensed broker and I decided to have her manage part of my portfolio (which she does through Woodbury and which includes free ongoing financial planning). I feel like my money is actively managed and I like the quarterly check-ins as they help to keep me on task - and she reaches out to schedule them, it's not just a notice on my dashboard like I have with Fidelity. Her investment strategy is slow and steady wins the day, which I am on board with.
  
 
  
 
 
 
  
 
 
 Molly D. 
 
2019-01-26
 
 
 Verified 
I found Jenny through Yelp and I'm so glad I did. I'm in a transition period due to a divorce and moving out of the country and Jenny was so helpful. She was non-judgmental, professional and extremely responsive. She didn't push any products and gave me 2 excellent referrals for other professionals for other services that I need. She will stay as my financial advisor and I couldn't be more pleased.
  
 
  
 
 
 
  
 
 
 Kristine K. 
 
2017-01-29
 
 
 Verified 
I'm very happy I was referred to Jenny to help me with my investments. She has just the guidance and professionalism I have been looking for. Highly recommend!
  
 
  
 
 
 
  
 
 
 Shawna M. 
 
2017-01-13
 
 
 Verified 
I found Jenny through Yelp and the Yelp reviews. I have been met with her two times now along with my boyfriend, to help plan our financial future. We are both working professionals in our early 30s just starting to navigate the financial world so she has been helpful in guiding us to plan our budget, look for savings, and plan steps towards reaching our goals. In addition, she has helped me transition from a basic Roth IRA to a Roth IRA where I am also dabbling in some mutual funds. She is personable and easy to communicate with which is important when making financial decisions about the future. We are pleased and will no doubt be using her services in the future to come as well.
  
 
  
 
 
 
  
 
 
 Rayna B. 
 
2015-10-21
 
 
 Verified 
I just met with Jackie today and the appointment was such a positive experience! I was a little apprehensive and uncertain about how to obtain quality advice regarding divorce assets. She was very familiar with the divorce and mediation process, tax liability on a variety of products, and there was absolutely no pressure to work with her in the future. She was able to explain concepts in a simple and direct way and her communication style helped me feel confident that I was in a good hands. When I'm ready for more planning, I hope to do it with Jackie!
  
 
  
 
 
 
  
 
 
 Paul And Anne G. 
 
2014-09-28
 
 
 Verified 
My wife and I were pondering retirement in the next year and although we are fairly financially savvy, we realized that we needed some professional advise as there are so many factors to consider. We knew we wanted someone with a modern perspective on financial matters pertaining to retirement, not old school "buy annuities" or "invest in tax-free municipal bonds." Jenny seemed to fill the bill. We contacted Jenny and made an appointment. She sent us a financial planning workbook and asked us to gather some information for our meeting. When we met with Jenny we were instantly comfortable with her. She is young, bright and exceedingly personable. During the time that she was preparing our investment plan we were in the process of making some important financial decisions. Jenny advised us on the sale of real estate and stock, reducing our tax liability and saving us a substantial amount. The financial plan Jenny prepared for us is extremely comprehensive. She utilizes very sophisticated, but easy to understand, analytics and metrics. She assessed my defined compensation pension, our 401Ks and 457, investment accounts and real estate holdings. Jenny's plan addressed our current retirement projections, including a year-by-year strategy of which assets we will access during retirement and a recommendation of when to file for Social Security. She also advised us on Asset allocation of our investments, health care, long term care and estate planning. Jenny's analysis gave us the confidence to significantly advance our retirement date! We would highly recommend using Jenny for your financial planning needs, no matter what phase of life you are in. We will be using Jenny's expertise as we make this life-changing transition and she will certainly be invited to our retirement festivities!
  
 
  
 
 
 
  
 
 
 Jessica R. 
 
2014-05-19
 
 
 Verified 
I was referred to Jenny about a year ago when my husband and I were purchasing a new home. She was so helpful advising us on our finances and helping us combine and plan for the future. We have since kept her as our financial planner and go-to! Jenny isn't pushy and definitely didn't try to sell us any products/insurance/etc. In fact, I was most impressed with her ability to help us take small steps towards bigger goals, without feeling any pressure or stress. Some of the areas she has been most helpful are retirement savings, combining accounts (creating a more balanced portfolio), and introducing us to new ideas/ways to save that are better for the long term. Since she also has her JD, she is super informative on the legal side of things as well as potential tax repercussions. I highly recommend giving Jenny a call if you have any questions on your current financial life!
  
 
  
 
 
 
  
 
 
 Kimberly R. 
 
2014-05-05
 
 
 Verified 
Like Jenny, I am a fellow business owner. We have worked together on several financial strategies. I can definitely recommend the services at Guide My Finances to people who are interested in a full service financial planning shop that won't make you feel pressured to purchase anything and will provide straightforward financial advice. Full warning, she will be very honest about your financial situation and the potential outcomes you can expect (good and bad). I appreciated that type of honesty when I'm dealing with financial people, and it was a lot different than some other planners who would say anything to make me use their services. Jenny is hands on and hands down the most interactive FA I have used. This makes for a beautiful long term relationship!
  
 
  
 
 
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 Yelp rating score: 5.0 of 5, based on 10 reviews