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

If filing your taxes is a backwards-looking administrative task, tax planning is a forward-looking process that helps you reduce what you pay to Uncle Sam, plan future financial decisions, and get organized in the process! Make tax planning an ongoing event and reap the rewards of a savvier financial life.   
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Often, when it comes to New Year’s Resolutions, big desired changes, or our personal finances, we think so large that the change itself overwhelms us and halts us from doing anything at all. If that’s the case for you, consider making just a few simple changes this year to get your financial life moving in the right direction.  Steady progress may not be as exciting as dramatic change, but it is significantly better than no progress, and often easier to stick with. To that end, here's Three Simple Ways to Strengthen your Finances in 2019.
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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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