Schedule A Consultation

Schedule A Consultation

Use the calendar below to book a complimentary 30-minute consultation.

Jenny Logan, Owner

Jenny Logan, CFP®, J.D., Owner

30-minute 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

Vanessa Alanis, CFP®, AFC®

30-minute 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

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