Jenny Erdmann Logan, Owner
Hi! I'm Jenny Logan, a Certified Financial Planner™ and licensed Attorney. Inspired by the Cowboys who traveled the Chisholm Trail in search of financial rewards and a better life, I founded Chisholm over 10 years ago on the belief that we too are pioneers of our own financial destiny. I look forward to meeting with you!
What to expect:
Meet face-to-face via Zoom with a Certified Financial Planner™.
Discussion of your financial goals & current situation.
Explanation of our services, process, and pricing and how we can tailor our services to your needs.
Actionable next steps in your financial planning journey!
Simple, Online Financial Planning with a Professional Advisor
Purchasing your first home? Planning for retirement? Using simple, online tools, we will guide you through the creation and implementation of a professional financial plan tailored for your unique financial needs and goals. Our collaborative process is friendly and efficient, providing you the strategies and tactics you need to implement your financial plan without overcomplicating your life!”
