Schedule A 15-Minute Introductory Call
Use the calendar below to book a complimentary consultation.
Jenny Logan, CFP®, J.D., Owner
15-Minute Introductory Zoom consultation
Founding Chisholm in 2012 after practicing law, Jenny specializes in the following areas when working with her clients:
- Investment management & portfolio construction
- Retirement accumulation and tax-efficient distribution planning
- Minimizing the tax impact of stock compensation (RSU, ISO, NQ, ESPP)
- Tax mitigation & inheritance strategies for business owners
- Loss of spouse, divorce, and family transitions
- Family tax and lifestyle relocation planning
- Tax-efficient wealth transferring
Vanessa Alanis, CFP®, AFC®
15-Minute Introductory Zoom consultation
As an Accredited Financial Counselor®, Vanessa specializes in working with military and former families. Her desire to help others extends to all client interactions including:
• Maximization of military benefits
• Cashflow & budgeting needs analysis
• Tax-efficient retirement saving & distribution planning
• Milestone planning for young professionals and families
• Analysis of current & future real estate investments
• Tax-efficient wealth transferring