Welcome to the Chisholm Dispatch! I'm Jenny Logan, CFP®️ and owner of Chisholm Financial Planning & Investments. I break down complex financial strategies into actionable steps you can easily implement in your busy life. My goal? To help you simplify your finances, achieve financial success, and live the life you want.
Drawing from both personal experiences and professional insights, I share valuable lessons about finance and life that can make a real difference in your financial journey. Join me as we simplify the path to financial freedom together!
What you will find in the Chisholm Dispatch:
Simple, actional financial strategies that, anyone can implement to work towards financial success, even with a busy life.
Insights from my life as a CFP®, 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, I'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 find in the Chisholm Dispatch:
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.
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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 I haven't personally implemented or wouldn't follow myself. My recommendations come from real-world experience and proven strategies, not theoretical concepts.
High-pressure sales tactics or hidden agendas. My goal is to educate and empower you, not to sell unnecessary products or services.
