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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.  They care to line them up.  

What is going on for you?

Meet John and Liz

Meet John and Liz

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