On the Trail Financial Planning, LLC is a fee-only financial planning and investment management firm based in Walnut Creek, California.
I work with people who are willing to take an active role in creating their ideal lifestyle and those who support sustainability in their lives and in our communities. You can read more here about who I serve.
On the Trail Financial Planning, LLC is an independent registered investment advisor (RIA). I’m held to a fiduciary standard. I don’t sell products and strive to reduce conflicts of interest wherever possible. I’m paid directly by my clients only, not from commissions, sales or agreements with other companies. This allows me to always work with your best interest in mind.
I’m a member of the XY Planning Network, a group of over 1000 financial planners dedicated to providing fee-only services.
I’m also a California Green Business and a member of 1% for the Planet.