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 aspirational 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®

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®

Morgan Ranstrom is a musician, a writer, a fee-only financial planner, and a co-founder of Trailhead Planners, LLC. After years in the wealth management industry engaging with clients, family, and friends alike he realized that traditional financial planning doesn't go far enough.

Blog

Courtney and Morgan were featured on the XYPN Podcast!

by Trailhead Plan… on May 17, 2018

Courtney Ranstrom, CFP and Morgan Ranstrom, CFP, CFA were featured on the XY Planning Network's Podcast! We had a great time discussing socially responsible investing, the 'why' of financial life planning, the ridiculous amount of training that into becoming a qualified financial planner, and why we started Trailhead Planners in the first place.  Enjoy!  
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Your company stock can be a tremendous way to build your wealth via any combination of restricted stock units (RSUs), Incentive Stock Options (ISOs), or employee share purchase plans.  However, it is best to see these plans as advantageous options for increasing your overall net worth and financial well-being not as the sole harbinger of your financial future.  Though certain executives and founders may hold themselves to a different standard (and that's fine!), most employees should abide well the fate of GE and countless other companies.  Be pragmatic and be savvy.  And remember: Diversify, diversify, diversify. 
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As Seen In

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