Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA
Image is not available
Slider

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.

What is going on for you?

Meet John and Liz

Meet John and Liz

Latest from the blog

  • 02 Nov History has its eyes on US

    Tomorrow is the US election.  It is natural to wonder how the election and the next president (and wider government) will impact our lives.  From our April tax bill to the performance of our investments, from the dreams of our kids to our next breath......