We finally get to sit down with Courtney Ranstrom, Co-Founder and Wealth Advisor at Trailhead Planners. We delve into Courtney's holistic approach to financial planning, discussing how aligning finances with personal values can lead to a more fulfilling life. Courtney shares her insights on empowering clients to navigate their financial journeys confidently and the importance of personalized strategies in today's complex financial landscape.

Learn more about Courtney and Trailhead Planners at trailheadplanners.com.