Build Wealth On Your Terms
Your success deserves a financial partner who listens, understands, and guides with purpose.
Build Wealth On Your Terms
Your success deserves a financial partner who listens, understands, and guides with purpose.
Build Wealth On Your Terms
Your success deserves a financial partner who listens, understands, and guides with purpose.
Beyond the Balance Sheet
Managing wealth isn't just about numbers - it's about creating the future you envision. Between career demands, family responsibilities, and personal goals, finding time to optimize your financial life can feel overwhelming. You need a guide who understands both the technical and personal sides of wealth building.
Beyond the Balance Sheet
Managing wealth isn't just about numbers - it's about creating the future you envision. Between career demands, family responsibilities, and personal goals, finding time to optimize your financial life can feel overwhelming. You need a guide who understands both the technical and personal sides of wealth building.
Beyond the Balance Sheet
Managing wealth isn't just about numbers - it's about creating the future you envision. Between career demands, family responsibilities, and personal goals, finding time to optimize your financial life can feel overwhelming. You need a guide who understands both the technical and personal sides of wealth building.
Why Women Choose Trailhead
Financial guidance that considers your unique challenges and opportunities
Transition Expertise
We guide you through key life changes, from career moves and retirement to inheritance and relationship shifts.
Professional Complexity
Navigate equity compensation, retirement options, and investment decisions with confidence.
Tax-Smart Growth
Keep more of your wealth with proactive tax strategies designed for high earners.
Collaborative Guidance
Work with advisors who understand the dynamics of women-led households and modern families.
Why Women Choose Trailhead
Financial guidance that considers your unique challenges and opportunities
Transition Expertise
We guide you through key life changes, from career moves and retirement to inheritance and relationship shifts.
Professional Complexity
Navigate equity compensation, retirement options, and investment decisions with confidence.
Tax-Smart Growth
Keep more of your wealth with proactive tax strategies designed for high earners.
Collaborative Guidance
Work with advisors who understand the dynamics of women-led households and modern families.
Why Women Choose Trailhead
Financial guidance that considers your unique challenges and opportunities
Transition Expertise
We guide you through key life changes, from career moves and retirement to inheritance and relationship shifts.
Professional Complexity
Navigate equity compensation, retirement options, and investment decisions with confidence.
Tax-Smart Growth
Keep more of your wealth with proactive tax strategies designed for high earners.
Collaborative Guidance
Work with advisors who understand the dynamics of women-led households and modern families.
The Wealth Management Formula
We combine three powerful elements to build and protect your wealth.
Investment Consulting
Custom portfolios built for your goals and risk comfort.
Advanced Planning
Tax, transfer, and asset protection strategies to grow & protect your wealth.
Relationship Management
A dedicated team of experts coordinating every aspect of your plan.
The Wealth Management Formula
We combine three powerful elements to build and protect your wealth.
Investment Consulting
Custom portfolios built for your goals and risk comfort.
Advanced Planning
Tax, transfer, and asset protection strategies to grow & protect your wealth.
Relationship Management
A dedicated team of experts coordinating every aspect of your plan.
The Wealth Management Formula
We combine three powerful elements to build and protect your wealth.
Investment Consulting
Custom portfolios built for your goals and risk comfort.
Advanced Planning
Tax, transfer, and asset protection strategies to grow & protect your wealth.
Relationship Management
A dedicated team of experts coordinating every aspect of your plan.
Your Financial Trail Guides
Our women's wealth management practice is led by Courtney Ranstrom, with support from the entire Trailhead team. As an accomplished business owner herself, Courtney understands the complexities high-achieving women face. Our small client approach means direct access to expertise when you need it.
Your Financial Trail Guides
Our women's wealth management practice is led by Courtney Ranstrom, with support from the entire Trailhead team. As an accomplished business owner herself, Courtney understands the complexities high-achieving women face. Our small client approach means direct access to expertise when you need it.
Your Financial Trail Guides
Our women's wealth management practice is led by Courtney Ranstrom, with support from the entire Trailhead team. As an accomplished business owner herself, Courtney understands the complexities high-achieving women face. Our small client approach means direct access to expertise when you need it.
Your Path Forward
Our proven process helps you build confidence at every step:
1. Exploratory Call
2. Discovery Meeting
3. Information Gathering
4. Initial Findings Meeting
5. Mutual Commitment
6. Plan Delivery and Implementation
7. Regular Progress Meetings
Your Path Forward
Our proven process helps you build confidence at every step:
1. Exploratory Call
2. Discovery Meeting
3. Information Gathering
4. Initial Findings Meeting
5. Mutual Commitment
6. Plan Delivery and Implementation
7. Regular Progress Meetings
Your Path Forward
Our proven process helps you build confidence at every step:
1. Exploratory Call
2. Discovery Meeting
3. Information Gathering
4. Initial Findings Meeting
5. Mutual Commitment
6. Plan Delivery and Implementation
7. Regular Progress Meetings
Frequently Asked Questions
Get answers to common questions about wealth management for women
How does Trailhead Planners approach wealth management differently for women?
At Trailhead, we understand women face unique challenges including longer lifespans, career interruptions, and the wage gap. Our small-client approach allows us to create personalized strategies that account for these factors while providing the dedicated attention successful women deserve.
How can Trailhead help me navigate major life transitions?
Our team specializes in guiding women through transitions like divorce, inheritance, or career changes. We reassess your goals, adjust your investment strategy, and ensure your financial plan aligns with your new circumstances through our comprehensive planning process.
How does Trailhead help women optimize their investment strategies?
We create personalized investment approaches that consider your career trajectory, income patterns, and life goals. Our evidence-based strategies help you build wealth efficiently while managing the unique financial challenges women face.
What support does Trailhead provide during career transitions?
Whether you're changing careers, starting a business, or taking time for family, we help you maintain financial momentum. Our planning adapts to your evolving circumstances while keeping your long-term wealth goals on track.
How does Trailhead address the unique retirement challenges women face?
Women typically need larger retirement savings due to longer lifespans and potential caregiving responsibilities. We create strategies that account for these realities, ensuring your wealth supports you throughout an extended retirement.
Frequently Asked Questions
Get answers to common questions about wealth management for women
How does Trailhead Planners approach wealth management differently for women?
At Trailhead, we understand women face unique challenges including longer lifespans, career interruptions, and the wage gap. Our small-client approach allows us to create personalized strategies that account for these factors while providing the dedicated attention successful women deserve.
How can Trailhead help me navigate major life transitions?
Our team specializes in guiding women through transitions like divorce, inheritance, or career changes. We reassess your goals, adjust your investment strategy, and ensure your financial plan aligns with your new circumstances through our comprehensive planning process.
How does Trailhead help women optimize their investment strategies?
We create personalized investment approaches that consider your career trajectory, income patterns, and life goals. Our evidence-based strategies help you build wealth efficiently while managing the unique financial challenges women face.
What support does Trailhead provide during career transitions?
Whether you're changing careers, starting a business, or taking time for family, we help you maintain financial momentum. Our planning adapts to your evolving circumstances while keeping your long-term wealth goals on track.
How does Trailhead address the unique retirement challenges women face?
Women typically need larger retirement savings due to longer lifespans and potential caregiving responsibilities. We create strategies that account for these realities, ensuring your wealth supports you throughout an extended retirement.
Frequently Asked Questions
Get answers to common questions about wealth management for women
How does Trailhead Planners approach wealth management differently for women?
At Trailhead, we understand women face unique challenges including longer lifespans, career interruptions, and the wage gap. Our small-client approach allows us to create personalized strategies that account for these factors while providing the dedicated attention successful women deserve.
How can Trailhead help me navigate major life transitions?
Our team specializes in guiding women through transitions like divorce, inheritance, or career changes. We reassess your goals, adjust your investment strategy, and ensure your financial plan aligns with your new circumstances through our comprehensive planning process.
How does Trailhead help women optimize their investment strategies?
We create personalized investment approaches that consider your career trajectory, income patterns, and life goals. Our evidence-based strategies help you build wealth efficiently while managing the unique financial challenges women face.
What support does Trailhead provide during career transitions?
Whether you're changing careers, starting a business, or taking time for family, we help you maintain financial momentum. Our planning adapts to your evolving circumstances while keeping your long-term wealth goals on track.
How does Trailhead address the unique retirement challenges women face?
Women typically need larger retirement savings due to longer lifespans and potential caregiving responsibilities. We create strategies that account for these realities, ensuring your wealth supports you throughout an extended retirement.
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Trail Notes Monthly
Join our community and get insights delivered to your inbox each month.
Trail Notes Monthly
Join our community and get insights delivered to your inbox each month.