Trail Coffee & Conversation

Do you appreciate cold-calls and conversations with salesy types? Neither do we. Do you like coffee and an enjoyable conversation? Yup, now we’re talking. Schedule a time to chat in-person or online and we can sip our respective trail coffees and get to know each other a bit. No strings attached. 

A 30-minute initial consult is always free. (P.S. Check out our Trailhead Service Map for more information!)

Schedule Your Free Free Intro Call


Our Portland Office

We offer investment management and comprehensive financial planning to our Portland and surrounding area clients from our office in the Central Eastside Industrial District.  Check out our Trailhead Service Map

Schedule with Courtney

Address

Trailhead Planners, LLC
Attn: Courtney Ranstrom
975 SE Sandy Blvd. Suite 150 
Portland, OR 97214

Phone & Email

Phone: (503) 773-9682
Email: info@trailheadplanners.com


Our Minneapolis Office

We offer investment management and comprehensive financial planning to our Minneapolis and surrounding area clients from our centrally-located Minneapolis office.  We are located in the very accessible Tangletown Neighborhood on Nicollet Ave.  Check out our Trailhead Service Map

Schedule with Morgan

Address

Trailhead Planners
Attn: Morgan Ranstrom
4816 Nicollet Ave
Minneapolis, MN 55419

Phone & Email 

Phone: (503) 773-9682
Email: info@trailheadplanners.com