Trailhead Planners

At Trailhead Planners, we operate as a true team. All three of us are equal partners in the firm, which creates an alignment of interest and true sense of partnership. 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.

We will provide you with the objective, unbiased investment recommendations that are based on your personal needs so that you can make the best investment decisions. Taxes are at the core of financial planning. We review all potential tax consequences that can impact your financial security throughout the year.

Yes, money matters in retirement; but, it's more about values, personal fulfillment, giving back, and enjoyment. Our retirement planning process begins with asking, listening, and exploring until we can grasp the intricacies or your life and aspirations.

From that vantage, we can dig into the 'facts and figures' of your financial situation to proactively help you investment your money, manage your cash flow needs, minimize taxes, and create a personalized estate plan.If you'd like to work with a trail-tested team of professionals who are invested in their clients' financial well-being and success, why not setup a phone call to see if we can help?

We're guessing you became a doctor because you like helping people. Yet, post-residency life often comes with an overwhelming amount of professional and personal responsibility even as your financial life dramatically increases in complexity. If you see some of your core questions or concerns highlighted in the situations below (or in our Case Study), why not set up a call to see if we can help?

Both Portland, OR & Minneapolis, MN are home to a number of innovative start-ups and established companies that commonly incentivize high performing employees with any combination of Incentive Stock Options (ISOs), Restricted Stock Units (RSUs), Non-Qualified Stock Options (NSOs), and Employer Stock Purchase Plans (ESPPs).