Work With a Financial Planner in Lafayette, Colorado
At Winding Trail Financial, we provide personalized financial planning in Lafayette, Colorado for individuals and families in the Boulder County area. Whether you’re approaching retirement, managing investments, or planning for tax efficiency, we help you make confident financial decisions with a clear strategy.
If you’d like to schedule a complimentary Intro meeting, click the link below or fill out the contact form. This meeting is simply a conversation to understand what you're looking for and determine if we're a good fit.
Dwight Dettloff, CPA/PFS, CFP®, RICP®, is the founder of Winding Trail Financial Planning, based in Lafayette, Colorado.
While he works with clients nationwide, he primarily serves individuals and families in Lafayette and the surrounding Boulder County area.
As a fee-only fiduciary, I won’t give you a sales pitch or push products. If we’re a good fit, we’ll outline next steps. If not, I’ll gladly point you in the right direction.
I look forward to hearing from you!
Interested in retirement-specific planning? Learn more about retirement planning
If you’d like to schedule a complimentary Intro meeting, click the link below or fill out the contact form. This meeting is simply a conversation to understand what you're looking for and determine if we're a good fit.
Dwight Dettloff, CPA/PFS, CFP®, RICP®, is the founder of Winding Trail Financial Planning, based in Lafayette, Colorado.
While he works with clients nationwide, he primarily serves individuals and families in Lafayette and the surrounding Boulder County area.
As a fee-only fiduciary, I won’t give you a sales pitch or push products. If we’re a good fit, we’ll outline next steps. If not, I’ll gladly point you in the right direction.
I look forward to hearing from you!
Interested in retirement-specific planning? Learn more about retirement planning
If you’d like to schedule a complimentary Intro meeting, click the link below or fill out the contact form. This meeting is simply a conversation to understand what you're looking for and determine if we're a good fit.
Dwight Dettloff, CPA/PFS, CFP®, RICP®, is the founder of Winding Trail Financial Planning, based in Lafayette, Colorado.
While he works with clients nationwide, he primarily serves individuals and families in Lafayette and the surrounding Boulder County area.
As a fee-only fiduciary, I won’t give you a sales pitch or push products. If we’re a good fit, we’ll outline next steps. If not, I’ll gladly point you in the right direction.
I look forward to hearing from you!
Interested in retirement-specific planning? Learn more about retirement planning
Plan Your Next Chapter
Download our free guide "Seven Essentials for Successful Investing in Retirement" and get clarity on what really matters for your retirement success.
Plan Your Next Chapter
Download our free guide "Seven Essentials for Successful Investing in Retirement" and get clarity on what really matters for your retirement success.
Plan Your Next Chapter
Download our free guide "Seven Essentials for Successful Investing in Retirement" and get clarity on what really matters for your retirement success.