Life is pleasant. Death is peaceful. It’s the transition that’s troublesome. – Isaac Asimov The latter days of August are usually a rude awakening for my kids and me. After two luxurious months of sleeping in and goofing off (I call it the season of......
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.