Your Personal Financial Trailguide
Whether you need a one-time plan, a tax return prepared, or a comprehensive personal financial planner, you can be assured that your solution will be fully customized to your needs.
We are a fee-only financial planning firm designed to serve families and young professionals. Our goal is to partner with our clients to help them navigate personal finance.
We provide expert help with organizing and understanding their financial lives.
We help reduce anxiety around finances.
Our clients are guided towards their financial goals.
We provide an arsenal of tools to help achieve these goals.
We offer a lifelong partnership with the sole focus on accomplishing individual objectives.
Explore Our Offerings
Working with a whole host of diverse situations, we offer bespoke financial planning, taking a fully-tailored approach to account for your quirks, personal goals, and individual circumstances.
Project Based Engagement
We can work with you on a project basis, from small-scale to wide-spread. From getting your financial life rolling to more complex work, we have the expertise to meet your needs.
Initial & Ongoing Financial Planning
Financial planning is a lifelong process. As your income fluctuates, your home circumstances change, you add a new member of the family, and you approach retirement age, to name just a few, things can change quickly. Partnering the implementation of your financial goals with an experienced financial advisor to guide you through life's many changes is key to taking on your finances, head-on.
Up to $2,000 up front$250+ per month for ongoing comprehensive financial planning services
Tax Preparation & Services
Tax. The word that can make even the most experienced of us shudder. If you experience a feeling of dread as the tax year comes to an end, you're not alone! Our role is to make your financial life as seamless as can be, which can include the preparation of personal tax returns as a separate service.
Why Trailpoint?
Trailpoint Financial Planning is your go-to source for personal, independent financial advice with customized wealth management and tax preparation services. This signifies that we are completely independent, and our business model is not based on the sale of a specific company's financial products. In contrast to some financial advisors who must sell their corporate-created investment and insurance products, this model offers a distinct strategy.
As a reliable CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Public Accountant (CPA), Corey Wiederholt is proud to provide his clients with independent advice, solutions, and a robust financial strategy for achieving their investment goals. We can offer comprehensive financial planning and wealth management to our Denver area clients. Full service financial planning is our specialty because of the dual CFP®/CPA certification skills we bring to your investment strategy.
Why Do You Need Comprehensive Financial Planning?
Effective financial planning is crucial for ensuring the successful management of one's finances. Comprehensive financial planning, in particular, aims to provide a detailed and holistic view of an individual's current financial position and future financial aspirations. It involves a thorough evaluation of an individual's income, expenses, investments, taxes, and insurance, among other aspects, to create a personalized financial roadmap that aligns with their long-term financial objectives. By incorporating all of these components into a cohesive and strategic plan, comprehensive financial planning can help individuals tackle financial challenges, identify opportunities for growth, and ultimately achieve their financial investment portfolio goals. In a world where uncertainties abound, comprehensive financial planning offers a sense of security and peace of mind, making it an essential tool for anyone seeking to create a solid financial foundation for themselves and their loved ones.
How Can We Help You Determine Your Financial Goals?
Determining your financial roadmap may seem like a daunting task, but with the right approach, it can be made easier. Our team of financial professionals is dedicated to helping you identify your long-term and short-term financial objectives. We understand that everyone has a unique comprehensive financial plan, and we are committed to working with you every step of the way to help you achieve them. By analyzing your current financial situation, we can help you create a personalized plan that suits your needs and helps you reach your goals. Whether you're planning for retirement, looking to save for a down payment on a house, or aiming to pay off debt, we are here to provide the guidance and support you need to make informed financial decisions. Our team has the expertise and experience to help you navigate the complexities of the financial world, and we look forward to helping you achieve your financial desires and retirement plan.
What Is A Comprehensive Financial Plan?
A comprehensive financial plan involves a detailed analysis of an individual's financial status and goals. It takes into account various factors such as income, expenses, assets, liabilities, and investment strategies to create a customized plan that maximizes one's financial potential. A complete financial plan encompasses a broad range of financial areas, including retirement planning, tax management, insurance coverage, and estate planning. It is a dynamic process that requires regular review and adjustment as one's financial situation evolves over time. With a comprehensive financial plan in place, individuals can gain a clear understanding of their financial standing and develop a roadmap to achieve their financial objectives.
Why Is Tax Planning A Critical Aspect Of Your Financial Planning Process?
Tax planning is an essential component of any sound financial planning process. Without proper tax planning, you risk losing a significant portion of your hard-earned income to taxes. Effective tax planning can help you maximize your savings by identifying deductions and credits that you may be eligible for, thus reducing your tax liability. It can also help you align your financial plan with your tax strategy, ensuring that you achieve your long-term financial objectives. For instance, if you have a goal of saving for retirement, choosing tax-advantaged retirement accounts such as 401(k) or IRA can help you achieve your goal faster. In essence, tax planning is necessary for achieving financial stability as it allows you to keep more of what you earn and grow your wealth over time.
How Is A Full Service Certified Financial Planner(CFP®) / Certified Public Accountant (CPA) Helpful?
Working with a full-service CFP® certificant and CPA can provide invaluable assistance in navigating complex decisions regarding your financial plan. A certified financial advisor can help individuals create a comprehensive financial plan based on their specific goals and circumstances, including investment strategies, retirement planning, and estate planning. CPAs can provide crucial tax planning and preparation services, ensuring compliance with ever-changing tax laws and regulations. Together, these professionals can offer a holistic approach to financial management, helping clients make informed decisions and achieve their financial objectives. Whether planning for the future, investing in assets, optimizing retirement savings or managing a business, Corey Wiederholt, a full-service CFP® certificant and CPA, can provide the guidance and support needed for long-term financial well being.
When it comes to your financial future, working with someone you know and trust couldn't be more important.
What is my ‘gig', you ask? A fixation on your goals. A concentrated mission to help you achieve your most important financial dreams. My investment in my client base stems from many aspects, but mostly, I aim to build a genuine rapport with a strong focus on younger professionals and families. This is a pivotal time, which will be instrumental in your financial success. I want to be the link between you and financial success, teaching you the ropes without a cloud of anxiety surrounding the topic of finances.
Your Personal Financial Trailguide
Trailpoint is conveniently located in Castle Rock and serves the entire Denver Colorado area.