Dwight Dettloff, CFP®, CPA Winding Trail Financial Planning, LLC
- Virtual, Lafayette, CO 80026
- (720) 526-2189
About Dwight Dettloff, CFP®, CPA
My passion is serving young professionals, entrepreneurs, and small business owners. Winding Trail Financial Planning, LLC was founded as an independent, fee-only, fiduciary financial planning firm in order to provide objective advice to those in their 30s and 40s.
I am a licensed Certified Public Accountant (Michigan, Colorado). While my experience in public accounting and in private industry has given me a unique perspective to financial planning, I place a high value on self-improvement. As such, I obtained the CERTIFIED FINANCIAL PLANNER™ designation.
In 2013, my wife and I made the decision to move half way across the country to Boulder County, Colorado and took a position with a privately-held, multi-entity health care consulting firm where I was formerly the Chief Administrative Officer. As CAO, I oversaw the accounting and finance functions of the company as well as human resources including benefits administration. In addition to the business side, I also played an integral part in assisting with the personal finances of the business owners. Prior to moving to Colorado, I worked in public accounting servicing closely-held businesses and their owners and high net worth individuals.
In our time off, you can usually find my wife and I enjoying our local trails whether it’s backpacking through Rocky Mountain National Park, trail running throughout Boulder and Jefferson counties, or snowshoeing the high country. We still get back to Michigan to visit friends and family and we try to celebrate Adrienne’s birthday in a new city each year. We welcomed the birth of our first child, Emmerich, in August 2018.
- Business Owners
- Gen Y/Millennials
- Self-Employed Individuals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly fee: $200+/mo
- Flat fee: $1,500+/engagement
- AUM: 1.0%