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, 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.
Tracy is a Client Support Specialist at Trailhead Planners. She excels in client service, assisting with opening new accounts, collecting and processing client data, and on-boarding new clients.