Corey Wiederholt, CFP®, CPA Trailpoint Financial Planning, LLC

About Corey Wiederholt, CFP®, CPA

I’m Corey Wiederholt, founder of Trailpoint Financial Planning.

I believe that the steps you take today make the biggest difference in improving your life down the road, where I can guide you and help hold you accountable throughout your journey.

After graduating from business school, where I majored in finance and accounting, I began my career in Denver at a regional public accounting firm, earning my CPA license. I made the switch away from public accounting when my wife and I found out we were expecting our first bundle of joy, but I came to a stark realization. I may have excelled on the books, but I didn’t know nearly enough outside of the tax world.

I hit the books, pored over website after website, and listened to too many podcasts to count, but one thing was certain; personal finance and its many strategies is my calling. No more empty nights as a corporate accountant, stuck in the rat-race. I needed to show my now-trio of children the way, by sharing my knowledge with those in need.

I feel incredibly lucky to be able to call this my job, introducing me to so many stellar individuals of all walks of life. Born out of my love for making an impact on people’s lives, combined with what I do best – organizing financial lives, I take pride in being able to serve my clients in a distinct way; free of sales quotas and account minimums, with eyes fixated on what’s best for you and your individual goals. I opted for a fee-only financial planning firm, meaning the only compensation I receive is from my clients. No commissions. No product-pushing. Just genuine partnerships.

To put it simply, selling you meaningless solutions is not my gig. I focus on a concentrated mission to help you achieve your financial dreams. My investment in my client base stems from many aspects, but mostly, I work to build a genuine rapport with a strong focus on younger professionals and families. A pivotal time, which will be instrumental in your financial success. I want to be the link between you and financial success, teaching you the ropes without a cloud of anxiety surrounding the topic of finances.

And when I’m not navigating my clients towards financial success? You can usually find me enthralled in a book, captivated by a personal finance podcast, enjoying some time away from the world with my wife and kids, or exploring the mountains here in Colorado.

Contact this advisor

Ideal Clients

  • Engineering Professionals
  • Gen Y/Millennials
  • Parents
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $750+/qtr
  • Flat Fee: $500+/engagement

SEC Records

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