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Disclaimer | Privacy Policy | Form ADV |Copyright © 2020 by Winding Trail Financial Planning, LLC

 

Working With Us

Do you need a mapmaker or a guide?

Planning an excursion? Sometimes you just need a Nat Geo map and the proper gear and off you go! Other times, having a knowledgeable guide along the way to help you plan and keep you on trail is the way to go. 

One-time Financial Plan

Unsure if you want the ongoing support and the proactive relationship of a guide? Just need the Nat Geo map? We look at your entire financial picture, craft a plan, and provide guidance on how to follow it. Best suited for those self-implementers and DIY'ers.

Wealth ​Management

Looking for more than just a map and gear list? For those who value ongoing, proactive guidance along the way, wealth management allows you to delegate the implementation and monitoring of your plan allowing you to focus on the journey.