Navigate Your Wealth Planning Trail With Clarity and Confidence

Align Your Wealth With Your Well-Being

You have exciting dreams and hopes for the future, and many of them are within reach.

But how do you know if the trail you’re on is leading you to the future you desire? At Chisholm Trail Wealth Planning, we’re here to guide you from where you are now to where you want to be. We’re a multigenerational planning firm dedicated to helping families and business owners through a comprehensive and collaborative approach to wealth management. Our goal is to help you align your wealth with your values so you can live your best life and leave the legacy you desire.

We will meet you there and guide you confidently towards your destination.

Your Best Interest is Our Guiding Light

As financial professionals, it’s our moral responsibility to act in your best interest, always. But what makes us unique is how we approach each client relationship. Our goal from the beginning is to develop a strong, loyal bond that allows us to serve as your partner and guide you along your wealth journey. We dig deep by asking the right questions about your values, your hurdles, and your desires for the future. Before we get into the “how” of achieving your goals, we take our time learning the “why” behind them. We honor your personal values and dedicate our practice to delivering a comprehensive wealth planning experience.

We lead you by:

Listening and learning first, leading second

Identifying blind spots others may not notice

Offering comprehensive investment and risk management strategies

Creating a dynamic financial plan built to endure and last

Harnessing new opportunities wherever we can

Our Designations Include:

CERTIFIED FINANCIAL PLANNER™

Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource, from budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Chartered Life Underwriter®

The premier designation for insurance professionals was launched in 1927 and is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Chartered Financial Consultant®

The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning small business planning, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.