TrailWise Financial Partners

Accountable Financial Planning

Financial planner in Golden, CO (show on map)

4.0

★★★★☆

4 reviews

TrailWise Financial Partners is a fee-only registered investment advisor providing financial planning for business owners, young professionals, and retirees in Golden, CO.

$$$

Call (720) 463-2850

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About

TrailWise Financial Partners sees themselves as trail guides for your financial journey. They want to help you understand the map, chart your course, and stay on the path until you reach your destination.

As CERTIFIED FINANCIAL PLANNER professionals, they help clients develop confidence and clarity around all aspects of their financial journey.

Fee-only registered investment advisor

All CFP certified professionals

Transparent pricing

NovaTrak Method planning process

Focus on financial behavior improvement

ESG investment philosophy

Services

Financial Planning

Comprehensive financial planning including cash flow management, business planning, college funding, retirement planning, investment analysis, tax planning, risk management, and estate planning.

Cash flow management Business planning College funding Retirement planning Investment analysis Tax planning Risk management Estate planning

Business Owner Services

Cash flow organization, business planning, organizational structure, group retirement plans, tax planning, and exit/succession planning for small business owners.

Cash flow organization Business planning Retirement plans Exit planning Succession planning

Young Professional Services

Financial planning for young professionals balancing student loans, family memories, education funding, estate plans, and home buying.

Student loan repayment Family financial planning Education funding Home buying

Retiree Services

Return on Life workshop and income strategy design for retirees focusing on physical, mental, emotional, spiritual, and financial health.

Return on Life workshop Income strategy Bucket system Flexibility planning

Investment Advisory

Investment advisory services offered through TrailWise Financial Partners, a Registered Investment Advisor, with focus on ESG data in investment philosophy.

Portfolio management ESG investing LPL account access

Credentials & Certifications

Registered Investment Advisor

Reviews

Rating

★★★★☆

Reviews

"Highly recommended."

Frequently Asked Questions

What is the NovaTrak Method? +

The NovaTrak Method is TrailWise's approach to taking clients through every area of their financial life and helping them prioritize goals in a way that makes planning accessible and enjoyable.

What makes TrailWise different from other financial planners? +

They focus on transparency with clients, one-on-one personalized planning, CFP-certified professionals who always act in the client's best interest, and a process that includes accountability meetings and check-ins.

Who does TrailWise work with? +

They work with small business owners, young professionals, and retirees who want to balance priorities like student loans, family memories, education funding, estate plans, and home buying.