THE P3 METHOD

PROACTIVE

With Trailblazer Financial Planning, we are an engaged and active participant in helping you create and realize your own unique vision.

We are consistently bringing awareness of opportunities, resources, and tweaks that can be made to help optimize your plan, while simultaneously working in the background so you can focus on your life. 

PLAN BASED

We are not sales people pushing products. 


We operate under a fiduciary standard of care in order to do what is congruent with your life and needs.

We believe that starts with a PLAN. 

We deliver you or your business a comprehensive and detailed plan, and any product or investment recommendations are based off of YOUR goals and metrics. Not ours. 

PARTNERSHIPS

We believe in working together. 

 

No person acting alone, can handle all of life’s complexity. We add value to your life by being a trusted partner you can offload the responsibility on to.

 

We'll do the heavy lifting.

You just tell us where you want to go, and we’ll show you how to get there. 

We believe that your worth is not in the promises you make, it’s in the promises you keep.


**For this reason we limit the clients we take on in our 3 core models. This helps us honor our promise to offer superior service and accurate results.