Trail Financial Planning

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214 N Commercial St
Bellingham, WA 98225
+1 (360) 399-6486
https://www.trailfp.com

Trail Financial Planning, LLC is a fee-only financial planning and investment management firm based in Bellingham, WA. Specializing in working with individuals from helping professions such as therapists, firefighters, teachers, and medical professionals, Trail FP is dedicated to helping clients align their finances with their values. Lead planners John and Liz, both fiduciaries to their clients, provide personalized services to couples, families, and women, offering expert guidance and support in navigating life transitions, simplifying and prioritizing financial goals, and addressing small business concerns.

As an independently owned and operated firm, Trail FP operates with a commitment to providing comprehensive financial planning and investment advisory services. With a focus on client-centered solutions, they strive to ensure that individuals are on track to achieve their financial goals. With their expertise and dedication, Trail Financial Planning is a trusted resource for those seeking professional guidance and support in managing their finances.

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