Two Trails Financial Planning
Two Trails Financial Planning was created to help thoughtful mid-career professionals achieve balance and plan for the future with a sense of creativity and possibility.
We create space for our clients to make strategic and intentional choices around their lives and their money, all with the help of a trusted expert and thinking partner.
It's not just about building financial wealth. It's about building a life you are proud of alongside the people you love most.
There are two ways to work with us:
Summit Wealth: Comprehensive and ongoing financial planning, tax planning, and investment management. (starts at $5,000/yr.)
Base Camp: A 3-month financial planning deep dive to prepare you for the journey ahead (starts at $3,500)
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.