Clear. Calm. Compassionate.
Learn More
Schedule some time to talk
A holistic approach to retirement planning
On the Trail Financial Planning, LLC is a fee-only financial planning and investment management firm based in Walnut Creek, CA.
I work with people who want to live their best lives and leave the world a better place.
A financial plan, tailored to your vision of a life well-lived, is the foundation of our work together.
A low-cost, evidence-based, investing approach gives you the best chance to achieve your financial goals over time.
Financial Independence: The freedom to do what you love with the people who matter to you.
