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 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.