As business owners, my wife and I know that we need to make quarterly payments to the IRS. Our CPA (Certified Public Accountant) tells us how much to pay, and we pay it. Yet, nearly every April, our CPA delivers a second message that feels......
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.