Elizabeth Snyder
MS, LMHC, CFP®
Trail Financial Planning LLC
Financial Advisor
Elizabeth Snyder
MS, LMHC, CFP®
Trail Financial Planning LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Elizabeth Snyder, MS, LMHC, CFP®
Fee-Only financial planner located in Bellingham, WA, serving clients locally and across the state
Elizabeth Snyder is a Bellingham, WA fee-only financial planner. Trail Financial Planning LLC provides comprehensive and objective financial planning and investment management to help women, couples and small business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Elizabeth Snyder is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I am Liz Snyder. I am a financial planner, investment manager, and a mental health therapist. I enjoy working mostly with widowed or divorced women, as well as couples and small businesses such as health professionals to bring awareness to their financial lives. I assist people in getting their financial lives under control and on track so that they can worry less and enjoy their lives more. I will help you figure out what is important, create a plan with you and guide you along the way. I was raised in Bellingham and love living here with my two kids, and our dog. I enjoy being active, getting out and enjoying our geography – skiing and hiking in the mountains and playing in the islands. I wouldn’t chose to live anywhere else!
Elizabeth Snyder is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Trail Financial Planning is a fee only financial planning and investment advisory firm. We are independently owned and operated. We are in Bellingham, WA.
Liz and John operate as fiduciaries to our clients.
John specializes in working with couples; Liz in working with women. But really, we love to work with people who care about their values, their people, and their money. People who care to align their finances with their values.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Widows
- Retirees and Near Retirees
- Sudden Money Situations
- Novice Investors
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Elizabeth Snyder is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Elizabeth Snyder is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
Contact Elizabeth Snyder
Office Locations:
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214 N Commercial St
Bellingham, WA 98225
