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.  To do so, click here to access his on-line scheduler.
  • Directly book a meeting with Liz.  To do so, email her directly:  
  • 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:

Trail Financial Planning

(360) 399-6486

214 N Commercial St.

Bellingham, WA  98225

A note about our physical address.  We maintain a physical address (shown above), but contact there is by appointment only.  We meet with clients in spaces that are most convenient to them – at their homes, through virtual meetings, or at our office.