Chisholm Financial Planning & Investments
Complimentary 30 Minute Phone Consultation
Not sure yet? Need some more information? Book a phone consultation and we will discuss your financial goals, current situation, and I will walk you through my services, pricing, and process.
30 Minute Plan Intake Meeting
Thank you for choosing us! We are looking forward to working with you. At this meeting we will finalize the details of your current financial situation and our questions since our consultation and use the information to put together your plan.
Financial Check Up
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