Hi, I’m Morgan. I am a co-founder and fee-only financial planner at Trailhead Planners. I like to think of myself as a financial map maker for my clients. I work with you to help you assess your current financial situation, map out your destination and help you chart the surest path forward while being mindful of obstacles that may present themselves along the way. At Trailhead, we are proud to be a small, tight-knit team that believes in offering holistic, tax-focused, and fiduciary financial advice for wealth-building professionals and retirees without ever selling products. We intentionally keep our practice small so we can proactively serve our clients and be there for them through the ups and downs of retirement.