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

  • 29 May Spending in a Time of Covid-19.

    There are days when the Sun rises, but my spirit can’t seem to get out of bed.  Two days ago, I woke at my normal early hour, took our dog Josie for a wander, then returned home to find that the coffee jar was empty. ......