Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA
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Trail Financial Planning is a fee only financial planning and investment advisory firm.  We are independently owned and operated.  We are in Bellingham, WA.

Liz and John operate as fiduciaries to our clients.

John specializes in working with couples; Liz in working with women.  But really, 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.

What is going on for you?

Meet John and Liz

Meet John and Liz

Latest from the blog

  • 31 Aug What matters to a kid

    This blog is loosely themed – “financial matters that matter.”  Usually, I constrain my posts to finances.  This post is a little different, although still about what matters.   When I heard that Chadwick Boseman had died this past weekend, I felt as though living just......