Courtney Ranstrom
Co-founder & Financial Planner @Trailhead Planners, Llc
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WORK HISTORY
Co-founder & Financial Planner @Trailhead Planners, Llc
Portland, OR, US
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.Visit our website to learn more about our firm and to schedule a free initial consultation.
EDUCATION
Willamette University MBA
MBA
Concordia College
BA, Psychology and Spanish
ABOUT COURTNEY RANSTROM
I am passionate about helping individuals and small businesses develop their goals and…
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