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

Latest from the blog

Scams will get even better (2/27/2024) - There is a story of a scam in the news right now, written by a financial journalist, Charlotte Cowles.  She recounts how she fell for a scam in which she withdrew $50,000 in cash from her bank, put it into a shoebox, then handed that...