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



We meet with people (clients or prospects) 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.

To schedule a free consultation, please fill out the form below.  We will reach out to you within the next 3-5 business days.

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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.