Elizabeth Snyder (CFP®)

Elizabeth Snyder focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Financial Psychology/Coaching
  • Medical Professionals
  • Women's Financial Planning Issues

Planning Specialties

Elizabeth Snyder, CFP(R), is a Bellingham, WA fee-only financial planner. Liz co-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, Liz is never paid a commission of any kind. As the owner of an independent business, Liz can advocate for her clients without the pressures from an umbrella ownership structure or a pressure to sell certain products. As a fiduciary, Liz has a legal obligation to provide unbiased and trustworthy financial advice.

Additional Information

I am Elizabeth Snyder. I am a financial planner and investment manager. I transitioned to financial planning after 20 years as a mental health therapist. I saw a need for creating a non-judgmental and non-threatening place where individuals can get their financial questions answered and create a plan. I enjoy working with women who have recently gone through a transition: widowhood, divorce, death or other life transition. I often encounter my clients in the midst of a transition - mixed with loss or sudden money and possibly bigger financial responsibilities than they have ever had before. Ideally, I start working with people before a big transition, however sometimes it takes a big change to take the step and reach out for assistance. This can be a vulnerable time for individuals and I am protective of those I work with as a fee-only and fiduciary planner. 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. I partner with you to assist you in making the choices you want.

I am a mother of two children plus a dog and I was born and raised in the Pacific Northwest. I love to get outside and enjoy our beautiful region and I enjoy working hard and playing hard.

NAPFA Start Date

October 09, 2017


This Office

214 N Commercial St Bellingham, WA 98225-4410 Phone: (360) 399-6486