Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA
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We love to work with people who care about their values, their people, and their money.  People who care to align their finances with their values.  We specialize in working with those from the helping professions such as therapists, firefighters, teachers, and medical professionals.

John and Liz are the lead planners at Trail Financial Planning (Trail FP).  They are both fiduciaries to their clients.  John works mostly with couples and families.  Liz mostly works with women.

Trail FP is a fee-only financial planning and investment advisory firm located in Bellingham, WA.  Trail FP is independently owned and operated.

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Meet John and Liz

Meet John and Liz

Latest from the blog

  • 15 Jun Sigh. Evaluate. Do? A guide to investing in a down market

    Bleah.  Yuck.  Scary.  Hmmmmm….   Opportunity?  Maybe. The stock market moved into bear market territory (down 20%+) on June 13, 2022.  This current downturn is the 17th such market downturn since 1926.  If you are looking at your investment portfolio, it might look like a row......