Trail Financial Planning, LLC is a fee-only financial planning and investment management firm located in Bellingham, WA


We meet with clients by appointment only.  We can meet with you via the phone, virtually (video teleconference), or in person (Bellingham, WA).  Take the step to bring purpose to your financial journey.

From this page, you can:

  • Directly book a meeting with John or Liz.  To do so, click here to access our on-line scheduler.
  • Send us your contact information for a specific inquiry or to ask to speak to Liz or John directly.  One of us will get back to you shortly.
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Contact us directly:

A note about our physical address.  We maintain a physical address (shown above), but contact there is by appointment only.  We meet can meet with clients in the manner that is most convenient and useful virtually (through Zoom) or in person at our office.