John Chesbrough (BS, CFP®, MS)

John Chesbrough focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

College/Education Planning

Financial Psychology/Coaching

Investment Advice with Ongoing Management

Socially Responsible Investments

Tax Planning

Planning Specialties

I am John Chesbrough. I am a financial planner and investment manager. I enjoy working with people who care for others and their community – firefighters, therapists, doctors, nurses and teachers. As you help others, you also must help yourself. That’s where I come in.

Often I encounter my clients in the midst of a transition - a new job, receipt of an inheritance, preparing for retirement, or sending a child to college. Ideally, I start working with people before a big transition, but I also know that there is nothing like a tight curve in the road to make you want to grab the wheel a bit tighter. I help you put all the financial pieces together into a cohesive strategy that matches you, your family, and your values. I help you organize, strategize, simplify. Together, we move forward, and I have your back.

I am also a husband, father, teacher, and play hound. I love getting out on the trails and slopes of the Pacific Northwest – for a ski, bike, run, or hike. I am also conscious of the impacts of modern life on the world. I strive to bring the saying, “Think Globally, Act Locally,” into my own life and my work with my clients.

Additional Information

John Chesbrough, CFP(R), is a Bellingham, WA fee-only financial planner. John founded and co-owns Trail Financial Planning LLC in order to provide comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only financial advisor, John is never paid a commission of any kind. As the owner of an independent business, John can advocate for his clients without the pressures from an umbrella ownership structure. As a fiduciary, John has a legal obligation to provide unbiased and trustworthy financial advice.