Winding Trail Financial Planning Establishes Business in Lafayette, CO
Financial Planning Firm Meets High Fiduciary Standards to Serve Best Interest of Clients
FOR IMMEDIATE RELEASE
LAFAYETTE, Colorado – August 31, 2018 – Winding Trail Financial Planning, LLC, a financial planning firm serving Generations X & Y clients and businesses owners and professionals, was recently accepted as a member of XY Planning Network (XYPN). As a member of XYPN and the founder of Winding Trail Financial Planning, LLC, Dwight Dettloff was required to sign a fiduciary oath vowing to serve the best interests of clients, among other membership standards.
XY Planning Network kicked off a movement in 2014 to make financial planning accessible to the underserved Generation X and Generation Y populations by using a monthly subscription model rather than the traditional Assets Under Management (AUM) compensation structure. Charging a fixed or hourly fee ensures advisors work in the best interest of clients rather than for personal gain.
“My passion is serving young professionals, entrepreneurs, and small business owners. Because the business is usually the largest asset of many entrepreneurs and professional partners, it’s a challenge for the financial industry to serve this population under the traditional Assets Under Management model. Similarly, many successful young professionals are told they’re not rich enough and to come back later. Meanwhile, there’s a lot going on in your 30s and 40s when having sound financial advice can make a huge impact.” said Dwight Dettloff, CPA.
Winding Trail Financial Planning has been regularly serving clients since June 2018. Dwight Dettloff, CPA began his career in 2009 in public accounting serving small businesses and their owners by providing tax planning and consulting services. In 2013, Dwight and his wife, Adrienne, moved to Boulder County, Colorado to take a position at a multi-entity privately held company. He rose to Chief Administrative Officer where he oversaw the accounting, finance, and human resources functions as well as trusted advisor to the business owners. Dwight earned a Bachelor of Business Administration in 2007 and a Master of Science in Accounting in 2008 from Grand Valley State University. Dwight is a Certified Public Accountant (CPA, Michigan, Colorado). Dwight and his wife, Adrienne, recently welcomed the addition of their son, Emmerich, and reside in Lafayette, Colorado.
XY Planning Network offers a virtual community for new and established financial advisors, providing members with invaluable support in areas such as compliance, marketing, and business coaching. Additionally, members benefit from a wide range of technology solutions to support their firms.
To learn more about Winding Trail Financial Planning, please visit WindingTrailFinancial.com.
About Winding Trail Financial Planning, LLC
Winding Trail Financial Planning, LLC is an independent, fee-only financial planning firm focused on helping professionals, entrepreneurs, and small business owners in their 30s and 40s achieve their best life. Winding Trail Financial Planning, LLC offers comprehensive financial planning on a subscription basis and investment management without product sales or commissions.
About XY Planning Network
XY Planning Network (www.xyplanningnetwork.com) is the leading organization for fee-only financial advisors who want to serve their Gen X and Gen Y peers providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele, and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
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XY Planning Network
Dwight Dettloff, CPA
Winding Trail Financial Planning, LLC