Imagine your financial house is like an apple tree. Hanging on the tree are the fruits of your labor or good fortune. Although many people are finding 2020 to be a bad harvest as their jobs or businesses were impacted by COVID-19, there are others......
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.