Malaysia, New Zealand, Czech Republic (limited) and the US.
International Educators (teachers)
Trail Financial Planning (Trail FP) is an independent, fee-only financial planning firm located in Bellingham, WA USA. The advisors at Trail FP are fiduciaries to their clients. We love to work with people who care about their people, their place, and aligning their finances with their values.
Couples and families who are figuring out the best way to a) Support kids in college and b) Think about "what is next" after teaching (retirement? move back to the US? travel? part-time work?)
Assets Under Management, or AUM. Fee schedule: 1% annual fee on the first $500,000 AUM, 0.5% for AUM over $500,000.
John is a former high school math and science teacher. He taught overseas (International School of Johannesburg), and in the US school system (Washington state). In 2017, after taking a year off from the classroom to travel Asia with his family, he made a career change into financial planning.Contact this advisor