Idioms carry and convey wisdom. This post is could be summed up in eight words: Don’t put all your eggs in one basket I like to imagine my grandmother speaking the words; her long life experiences packing the words with a heft greater than the......
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.