Chisholm Financial Planning is a reputable financial planning company based in San Diego, CA, with over 10 years of experience in building and implementing personalized financial plans for their clients. Their team of certified financial planners operates on a fee-based model, ensuring that clients pay for their expertise and guidance rather than being sold financial products. With a fiduciary duty to their clients, Chisholm Financial Planning prioritizes their clients' interests and provides straightforward strategies for financial success through services such as financial planning, investment management, and online courses.
Through their weekly live financial education sessions on YouTube, Chisholm Financial Planning offers valuable insights and advice on various financial topics, while their Master Your Retirement online course provides a step-by-step guide to retirement planning. Additionally, their Chisholm Financial Dispatch Substack offers further guidance on navigating the stock market and other financial events. With a track record of satisfied clients, Chisholm Financial Planning is known for their clear communication, knowledge of finances, and genuine interest in helping clients achieve their long and short-term financial goals.
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