Ready to have a normal conversation about money and not be sold?
I partner with people in the Dallas Fort Worth area, and virtually nationwide, to build out an investment portfolio and pair it with a financial plan so they can focus on the things most important to them.
- Jarrod Sandra, CFP®
Strategic Partners and Alliances
How I Serve My Clients
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Using my planning software, I organize your financial life to give you insight to every area of your life with a dollar sign. This is required to figure out where you are and where you want to go.
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Your needs are prioritized above my planning steps where possible. I’ll point out any major red flags and we will agree on reordering as necessary.
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I go well beyond managing investments. Together, we will identify goals and gaps and then outline a road map for us to tackle them. I build an initial plan and then recheck on these items as we meet throughout the year as life throws changes our way. Topics include:
Net Worth and Cash Flow
Estate Planning
Insurance Reviews
Annual Tax Planning and Minimization
Investments
Retirement
Education Funding
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I prefer to meet with clients in the spring and fall to review and update each area of your financial plan.
Why I’m Different
Normal Conversations
I’m here to help and not sell you. I check the jargon at the door for normal conversation.
Fiduciary
I’m obligated to act in your best interest, not mine.
Fee Only
I don’t receive commissions or referral fees. You never have to worry about me selling you a financial product.
Independent
I own my business. I’m not tied to any financial institution, bank, or insurance company.
100% Client Enjoyment
Because I’m independent, I choose to only take on clients that I actually enjoy working with.
Easy To Understand and Transparent Fees
I charge 1% or 1.25% annually for the assets I manage, a flat monthly fee, or a combination of both. No product sales, referral fees, or commissions!
Strong Tax Focus
Annual deep dives into your tax situation so we can plan to lower your lifetime tax bill.
Credentialed and Educated
I’m a CERTIFIED FINANCIAL PLANNER™ practitioner with a bachelors in finance and a masters in personal financial planning.
Experience and Longevity
I’ve been in the business since 2008 and I have another 30 years to go. The average advisor has about the same amount of experience, but is within 10 years of their own retirement.
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Chisholm Wealth Management LLC (“CWM”) is a registered investment advisor offering advisory services in the States of Texas, Louisiana, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by CWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
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