• Meet the Planner

  • Planning Process

  • Thoughts

  • Client Center

  • Contact

  • More

    Use tab to navigate through the menu items.
    Start Here
    WINDING TRAIL.png

    Planning & Secure Vault

    TD-Ameritrade-logo-300x153.png
    betterment_advisors_logo.png

    Schedule A Call

    XYPN Member Badge_white.webp
    1496177711609-tmhbids7l0i.jpg
    cpa-pfs-credential-logo-color.png
    cfp_logo_black_outline - Copy.jpg
    fon-member-white-logo-png-1000-240.png

    Disclaimer | Privacy Policy | Form ADV |Copyright © 2021 by Winding Trail Financial Planning, LLC