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Mini courtney ranstrom cfp headshot
Trailhead Planners, LLC
Portland, OR

Courtney Ranstrom

CFP®
Working with clients to align their resources with their goals.
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Meet Courtney

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Introduction - Courtney Ranstrom
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Healthcare in Retirement - Courtney Ranstrom
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Financial Planning During a Divorce - Courtney Ranstrom
Video Transcripts

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.…

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.

Courtney has been working in the wealth management industry since 2009 and is a Certified Financial Planner®. Prior to that, she worked as an internal auditor in both government and a publicly-traded company. She received a Master in Business Administration from Willamette University in 2005.

Courtney lives in Portland, Oregon, with her husband, daughter, and two Cardigan Corgis. When not working, you can find her reading books and watching Kung Fu Panda with her toddler, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

MBA - Willamette University
BA - Concordia College at Moorhead
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