Trailhead Planners, LLC
Co-Founder, Financial Life Planner
Fee-Only financial planner located in Portland, OR, serving clients locally and across the country
Courtney Ranstrom is a Portland, OR fee-only financial planner. Trailhead Planners, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Courtney Ranstrom is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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. Courtney does not believe in imposing arbitrary standards of wealth onto her clients. Rather, she wants her clients to understand what wealth means to them and how they can achieve their version of wealth. Her conversations with her clients are not just about money, they are about building a financial life plan tailored to each client's values, resources, and ongoing life goals.
Courtney has been working in the wealth management industry since 2009 and is a Certified Financial Planner®. Prior to that, she worked as an internal auditor in both government and a publicly-traded company. She received a Master in Business Administration from Willamette University in 2005.
Courtney lives in Portland, Oregon, with her husband, daughter, and two Cardigan Corgis. When not working, you can find her reading books and watching Kung Fu Panda with her toddler, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.
Courtney Ranstrom is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
It Started with a Story
Trailhead Planners was founded by brother/sister team, Morgan and Courtney Ranstrom. When our dad was four, his dad died in a farming accident. Soon after, his mother, our grandma, moved with her youngest children (and not much else) to a small town in Minnesota called Elbow Lake. Without a college education, she pursued her bachelor's in education while starting to teach at the local school all while supporting her five youngest children (with the sixth and oldest already in college). Amazingly, she had to go in front of the town council to argue that she was head of household (because certainly a woman couldn't be head of household in that day)!
Our grandmother was incredible. She was tough as nails and did exactly what she had to do to make ends meet. We are inspired by her every day. That said, we often find ourselves asking, who was there to support her? She was a widow and a mother, she had recently moved, and was undertaking a dramatic career change from farm wife to teacher. Who could have been there to support her?
That Turned Into a Question
As we meditated on this thought, we started to think more broadly:
What kind of firm would support an individual or family through similar life and financial transitions big and small?
Change can be overwhelming, stressful and, at times, it comes with great sadness. However, it also an opportunity for new beginnings and growth. In these situations, we feel we can step in and provide incredible value for individuals ready to engage and undertake the next step in their journey with a sound financial platform in place.
Now it's Our 'Why'
So here’s our mission, and it’s simple, really. We aim to support our clients through life and financial transitions so that they can focus on what is meaningful to them.
At Trailhead Planners our 'why' is to help you live according to your 'why'.
And it Drives Everything We Do
How we serve you:
- We simplify your life
- We help you rest easy
- We help you achieve sustainable financial well-being
- Socially Responsible Investing
- Comprehensive Financial Planning
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Investment Management
- Retirees and Near Retirees
- Medical Professionals
- Business Owners and Executives
- Sudden Money Situations
- Career Changers
- Growing Families
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Courtney Ranstrom is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Courtney Ranstrom is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Courtney Ranstrom is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Courtney Ranstrom
314 NE 19th Ave
Portland, OR 97232