John Chesbrough, CFP®, GFP (USA)

Trail Financial Planning LLC
Financial Planner
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Professional Details

Countries of Focus

United States

Specialties

International Educators (teachers)

Business Description

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.

Ideal Clients

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?)

Ways Advisor Charges

Assets Under Management, or AUM. Fee schedule: 1% annual fee on the first $500,000 AUM, 0.5% for AUM over $500,000.

About

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.

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