I’m Corey Wiederholt, CFP® and CPA, founder of Trailpoint Financial Planning.
I am often asked why I use my expertise to help those in the early stages of their careers. And it’s simple! Because the most solid structures rest on the strongest foundations. I believe that the steps you take today make the biggest difference in improving your life down the road, building upon a partnership, where I can guide you and help hold you accountable throughout your journey.
Before we get onto Trailpoint, let’s delve into my formative years. After graduating from Creighton University, where I majored in finance and accounting, I began my career in Denver at a regional public accounting firm, earning my CPA license, and getting several years of experience under my belt. However, I made the switch away from public accounting when my wife and I found out we were expecting our first bundle of joy, and I came to a stark realization. I may have excelled on the books, but I didn’t know nearly enough outside of the tax world.
From there, the mission began! I took night classes through the University of Georgia, pored over website after website, and listened to too many podcasts to count. All of this was not in vain though, as I passed the CFP® exam and earned my CFP® designation in 2019. Of one thing was certain; personal finance and its many strategies is my calling. No more empty nights as a corporate accountant, stuck in the rat-race. I needed to show my now-trio of children the way, by sharing my knowledge with those in need.
So, that brings me to Trailpoint. My brainchild. The thing that gets me out of bed on those chilly winter mornings. And in many ways, my pride and joy! I feel incredibly lucky to be able to call this my job, introducing me to so many stellar individuals of all walks of life.
Born out of my love for making an impact on people’s lives, combined with what I do best – organizing financial lives, I take pride in being able to serve my clients in a distinct way; free of sales quotas and account minimums, with eyes fixated on what’s best for you and your individual goals. I like to pave my own route, which means I have made the decision to do things differently, opting for a fee-only financial planning firm, meaning the only compensation I receive is from my clients. No commissions. No product-pushing. Just genuine partnerships.
To put it simply, selling you meaningless solutions is not my gig. 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 build a genuine rapport with a strong focus on younger professionals and families. 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.
And when I’m not navigating my clients towards financial success? You can usually find me enthralled in a book, captivated by a personal finance podcast, enjoying some time away from the world with my wife and kids, or exploring the mountains here in Colorado.
