It’s your path. let us be your guide.

Holistic financial planning for people with disabilities and their families

Fee-Only Holistic Fiduciary

We approach money as a tool to create lasting joy and fulfillment.

When you work with me to build your financial plan, our focus will be on finding your path to a life filled with joy and contentment.

Financial goals

Special needs planning

Clear fixed fees

Tax-focused

About Tranquil Path

Financial Guidance for your path forward

ongoing planning and investment management

We build long-time partnerships with our clients to help create customized financial plans and help share the weight of complex financial decisions. Our plans go beyond just crunching the numbers. We help you find and follow your dreams. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy.

Financial planning

Planning for Individuals with Disabilities and their families

At its core, financial planning should be about finding ways for people to build lives full of contentment and joy. This is never more true than in planning for people with disabilities and chronic illnesses. We work with you, your families, and other professionals to create plans that integrate with your life. We help you understand how you and your loved ones can reach their goals while navigating trusts, government benefits, medical costs, educational concerns, and other challenges.

Special Needs Planning

Welcome to Tranquil Path Financial Planning

Britta A. Koepf, CFP®, ChSNC®

Owner and Financial Planner

I built my business around the idea that financial planning doesn’t need to be just about helping rich people get richer. I have nearly a decade of experience helping people use their resources to build fulfilling lives through comprehensive financial planning. I look forward to helping you and your family design a life of joy.

About Britta Koepf, CFP®

A Holistic approach to financial planning

Retirement Planning

Cash Flow Planning

Life Planning

Investments

Tax Planning

Special Needs Planning

Insurance

Estate Planning

Financial planning

Becoming a client

Step 01

Complete our form

The quick form on our Contact page will help us determine if we are a good fit for you.

Step 02

We schedule a call

If we feel like we are a good fit, we reach out to schedule a call. If not, we will give you resources to find a planner who might be a better fit for your situation.

Step 03

Initial call

We use this time to learn more about each other and the way we might best serve you. If we both feel good after this call, we will ask for data from you to prepare a fee quote.