About
On the Trail Financial Planning, LLC is a fee-only, fiduciary, financial planning and investment management firm. I love helping clients create a sustainable, values-based, financial plan and portfolio that takes into account their goals and dreams but that also considers our planet and our community.
Why we're Green
We're a home-based firm that conducts business over the phone and video conference primarily, reducing impact on the environment. As much as possible, we're a paperless office, using cloud-based systems and securely storing documents and data online. When I need to meet clients at other locations, I use my all electric e-Golf or my bicycle. We have solar panels on our home's roof covering most of our electricity needs. We are also subscribed to MCE's Deep Green energy service.