Trailhead Planners Fee-Only Financial Planners in Minneapolis, MN and Portland, OR

Meet us at the Trailhead 

As fee-only financial planners, we collaborate with successful and on-the-go individuals like you to develop, execute, and realize your vision of financial freedom.  Our Portland, OR and Minneapolis, MN offices serve clients both locally and across the country. 

How We Serve You

We help simplify your life.

Managing your own personal finances can be overwhelming and exhausting. We provide ongoing planning support and accountability so you have the time to focus on what matters most to you.

We help you rest easy.

Money is the #1 source of stress in America. We help you rest easy and achieve your goals regardless of what’s happening in the markets, the economy, or our government.

We help you achieve sustainable financial well-being.

Financial wellness is a long-term game. Our sensible financial life planning process helps you sustain financial well-being over a period of years and decades.

Our Team

Courtney Ranstrom, MBA, CFP®

Co-Founder & Fee-Only Financial Planner

One of the questions Courtney asks herself and her clients - what does wealth mean to you? In many cases, wealth has nothing to do with money but with how we find fulfillment in our lives. Courtney does not believe in imposing arbitrary standards of wealth onto her clients.

Morgan Ranstrom, CFA, CFP®

Co-Founder & Fee-Only Financial Planner

Morgan Ranstrom, co-founder and fee-only financial planner at Trailhead Planners, is like a mapmaker for your finances. Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward, mindful of any pitfalls that may lay along the road.

Blog

The 5 Essential Charitable Giving Strategies

by Trailhead Plan… on Nov 16, 2018

Learn the 5 Essential Strategies for Tax-Efficient Charitable Giving with Morgan Ranstrom, a CERTIFIED FINANCIAL PLANNER™ professional and the co-founder of Trailhead Planners.
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Health Savings Accounts (HSA) are incredible.  In fact, they may be the best retirement savings tool available! Unfortunately, most individuals and families who have the option of using an HSA are using them wrong, missing an incredible opportunity to reduce their current tax bill, grow tax-free savings, and withdraw money tax-free when used for qualified health expenses.   You read that, right.  HSAs offer not one, not two, but three ways to potentially save on taxes.  Are you starting to see why we love them so much?
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First, we have a wonderful article regarding the Power of Positive People. Though it may seem obvious, the individuals we surround ourselves deeply impact our overall well-being. Which begs the question, is my community positively or negatively affecting me? Second, we have a couple of interesting survey results regarding Millennials and their money. One thing we believe is important to note is that Millennials aren't just 20-somethings anymore.  In fact, the oldest faction is nearing 40 years of age! In other words, millennials are no longer kids just starting out as many of them are established professionals firmly into their careers and financial lives. Ultimately, that's what makes some of these data points so concerning. Read on to learn more!
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