About Chisholm
Chisholm Financial Planning & Investments was created to help clients achieve financial freedom through personalized, comprehensive plans. Led by Jenny Logan, a Certified Financial Planner™ and former attorney, we prioritize fiduciary duty and collaborative planning. Our transparent, fee-based structure ensures your interests come first. With remote services and ongoing support, we make financial planning accessible and adaptable to your changing needs, offering straightforward advice backed by Jenny's unique legal insight.
What you will experience working with Chisholm:
- Simple, actional financial strategies that, anyone can implement to work towards financial success, even with a busy life.
- Insights from my life as a business owner, wife, and active member of a rural Lake Ontario community, showing how financial principles apply in real-world situations.
- Straightforward guidance on navigating stock market fluctuations. As a proponent of long-term, buy-and-hold investing, we'll share why this approach aligns with historical market realities and your best interests.
- Clear explanations of complex financial concepts, broken down into bite-sized, understandable pieces you can apply to your own financial journey.
- A blend of professional expertise and personal experiences, offering a holistic view of how to simplify your finances and live the life you want.
What you won't experience working with Chisholm:
- Get-rich-quick schemes or trendy financial "hacks" or trends. I focus on sustainable strategies that require discipline, not fleeting social media fads like excessive "side hustles" or speculative investments.
- Recommendations for complex, expensive financial products such as annuities or permanent life insurance. With rare exceptions, I advocate for straightforward, liquid investments over complicated products.
- Advice we haven't personally implemented or wouldn't follow ourselves. Our recommendations come from real-world experience and proven strategies, not theoretical concepts.
- High-pressure sales tactics or hidden agendas. Our goal is to educate and empower you, not to sell unnecessary products or services.
About Jenny
Owner, Certified Financial Planner®, Attorney
Jenny Logan is a Certified Financial Planner™, recovering attorney, rural living evangelist, aspiring homesteader, and the owner of Chisholm Financial Planning & Investments.
With over 10 years of experience, she has worked with hundreds of clients to build and implement comprehensive financial plans personalized to their needs and goals.
Jenny received her law degree from California Western School of Law and practiced as an estate planning, business transaction, and tax attorney. Additionally, she is a trained divorce mediator and has assisted mediation companies and clients with the financial complexities related to divorce. This legal experience shapes her financial planning approach, providing insightful guidance on various financial issues faced by her clients.
After spending almost 15 years in San Diego, including three years in Coronado, Jenny met her husband who was stationed in the Upstate New York region. She now runs her business from a small village on the shores of Lake Ontario in North Country New York, where they are blessed to be surrounded by a beautiful place and a wonderful community.
About Andrew
Managing Editor, Attorney
Andrew Logan is an attorney and U.S. Army veteran. He attended Ole Miss for his undergraduate degree, dual-majoring in Latin American Studies and Spanish. He then spent 8 years in D.C. working on the senior staff for a U.S. Senator, where he honed his writing and editorial skills. Afterwards, he attended Washington and Lee University School of Law before entering the Army JAG Corps. Andrew now works as a District Attorney in our local region.
He spent his entire Army career at Fort Drum, New York—about as far away from Southern California as you can get—yet he somehow managed to convince Jenny to join him and trade the sun for the snow. When not enjoying the harsh winters North Country brings, Andrew can be found on his boat—Tennessee Time enjoying the scenery on Lake Ontario.
Now working as a civilian prosecutor for his day job, Andrew provides editorial support for Chisholm’s marketing and social media outputs.