It’s your path, let us be your guide.
Holistic financial planning for the special needs community
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
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.
Planning for Individuals with special needs 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.
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.
A Holistic approach to financial planning
Retirement Planning
Cash Flow Planning
Life Planning
Investments
Tax Planning
Special Needs Planning
Insurance
Estate 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.
Step 04
Discovery Meeting
In this 1-2 hour consultation, we will discuss the details of your financial need, give you a few pointers, and provide you with a firm fee quote.
