What We Do

When people think of a financial planner, they usually think of someone to help them plan for retirement. What we do encompasses retirement and so much more. Keep reading to learn more about all of the ways we help our clients. 

Client Experience Timeline

Hover over the markers to view the stops along your journey through Phase 1 of our planning process.

Day 1
Welcome to the Lodge
Introduction to your personal financial website.
Day 30

Find Your Path Meeting
  • Where do you want to go?
  • When do you want to get there?
  • What do you want your journey to look like?
Day 60

 

Plan Delivery Meeting
  • Review our analysis
  • Present Recommendations
  • Create Action Plan
  • Can be 1 or 2 meetings
Day 90
Personal Podcast
Accountability Check-In
Day 180
Personal Podcast
Accountability Check-In
Day 270
Personal Podcast
Accountability Check-In
Day 365
Move on to Phase 2

Prepare for Annual Trail Marker
  • Review Goals
  • Update Financial Data
  • Schedule Meeting
Data Gathering
Collect your financial data
Implementation & Onboarding
Setting your plan into action

Financial Planning = Investing, Right?

Sure, that is part of what we do, but that’s only one part of the bigger picture. For years, financial planning has been synonymous with saving for retirement. But we believe that a financial plan should support your entire journey, not just the last leg.

We believe we all have a relationship with money that has been formed by personal life experience. We have a responsibility to ourselves to understand this relationship and proactively engage in improving our future. At TFP, our focus is on improving financial behavior through accountability with a goal of improving your outcome.

Is There Another Way?

Whether this relationship with money is positive, negative or indifferent, it shapes our behavior and influences our decisions around money. At TrailWise Financial Partners, we are passionate about understanding that relationship and using that to position you to have confidence and clarity in your financial future. Alongside this understanding, we must be realistic about how our financial environments can shift outcomes. Ultimately, we strive to influence your financial behavior and will construct a plan, adapted for the current environment, that will act as a cairn or beacon aspiring to positively alter the trajectory of your financial journey.

We Dive Deep Into:

  • Cash Flow Management
  • Business Planning
  • College Funding Strategies
  • Retirement Planning
  • Investment Analysis
  • Tax Planning
  • Risk Management
  • Estate Planning

Client Login:

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Investment Advisory Services offered through TrailWise Financial Partners, a Registered Investment Advisor.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. TrailWise Financial Partners’ website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance. All investments involve risk and unless otherwise stated, are not guaranteed. 

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