John Chesbrough

CFP®

Trail Financial Planning LLC

Financial Planning, Investment Advice

Contact Me

John Chesbrough

CFP®

Trail Financial Planning LLC

Financial Planning, Investment Advice

Those who help others deserve to be helped themselves in all lives, including their finances. - John Chesbrough, CFP®

Contact Me

(360) 399-6486

Website

Fee-Only financial planner located in Bellingham, WA, serving clients locally and across the country

John Chesbrough, CFP(R), is a Bellingham, WA fee-only financial planner. John founded and co-owns Trail Financial Planning LLC in order to provide comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, John Chesbrough is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

I am John Chesbrough. I am a financial planner and investment manager.  I enjoy working with people who care for others and their community – firefighters, therapists, doctors, nurses and teachers. As you help others, you also must help yourself. That’s where I come in. I help you put all the financial pieces together into a cohesive strategy that matches you, your family, and your values. I help you organize, strategize, simplify. I have your back. I am also a husband, father, teacher, and play hound. I love getting out on the trails and slopes of the Pacific Northwest – for a ski, bike, run, or hike. I am also conscious of the impacts of modern life on the world.  I strive to bring the saying, “Think Globally, Act Locally,” into my own life and my work with my clients.

John Chesbrough 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 planning (and paying for it!)
  • Tax Planning
  • Working with couples

Ideal Clients

  • Retirees and Near Retirees
  • Sudden Money Situations
  • International educators
  • Novice Investors
  • Growing Families

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    John Chesbrough is a NAPFA-Registered Financial Advisor

    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.

  • XY Planning Network
    John Chesbrough 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.

  • Certified Financial Planner (CFP)
    John Chesbrough 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.

Contact John Chesbrough

(360) 399-6486

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Office Locations:

  • 214 N Commercial St.
    Bellingham, WA 98225

Website content
All written content on this site is for informational purposes only.  Opinions expressed herein are solely those of Trail Financial Planning LLC, unless otherwise specifically cited.  Material presented is believed to be accurate and from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.

Registration Information
Trail Financial Planning LLC (“Trail FP”) is a Registered Investment Adviser, offering financial planning and investment management services in the state of Washington, and other jurisdictions where exempted.  Registration does not imply a certain level of training or skill.

The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.  Follow-up or individualized responses to consumers in a particular state by Trail FP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

Confidentiality and Security
Our clients place trust in us by allowing us to collect, communicate with, and store personal information.  We are committed to preserving that trust by carefully safeguarding your data.  We restrict access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients.  We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information.  We respect and value that you have entrusted us with your private financial information, and we will work diligently to maintain that trust.

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