Trenton Lay, CFP®

Trenton serves as a “Family CFO”, working closely with clients to develop, implement, evaluate, and administer personalized investment and insurance strategies for their personal and business portfolios.

For over 20 years, Trenton has served his loyal clients from the San Juan Islands of Washington State to the San Juan Mountains of Colorado – and everywhere else his clients go. Regardless of your location, you can book a free video consultation with Trenton to discuss your unique situation and goals.

Trenton’s Process

Trenton has a simple 3-step process to help make things easy for you:

1. Free Consultation – Bring all your questions and share your thoughts and concerns. This is your time to get to know Trenton. He will also use this time to get to know you and determine if he can assist you.

2. Onboarding – For those who are a good fit, you’ll be invited to a follow-up meeting to discuss your situation in greater detail. We take care of all the details so moving accounts is as easy as possible for you.

3. Achieve Your Financial Goals – You will have a dashboard that shows your current financial picture and where you stand with your financial goals. We will have regular conversations, check-ins, and evaluations to help ensure you are making progress with those goals.

Why Trenton?

In addition to 22 years of experience, education, and CFP credentials, clients choose to work with Trenton because he asks the right questions and then listens, advises, and educates with respect, simplifies things, has a well-defined process for taking care of his valued clients, and continuously improves his skills.

Cost of Services

Investment Management:
Most clients pay a 1% advisory fee, which can range from 0.5% to 1.5%, depending on your situation.

Hourly Financial Planning:
Most hourly financial planning engagements run about $750, and that can range based on complexity at $250 per hour.

Additional Services Provided
As a teacher at heart, Trenton offers consultations and courses on beginning and advanced finance.

Beginning Finance:
– Budgeting
– Paying off debt fast
– Saving money for emergencies
– Investing for retirement and education
– Understanding insurance
– Home buying and mortgages
– Building lifelong wealth and helping others

Advanced Finance:
– Aging and longevity planning
– Social Security Claiming Strategies
– Understanding Healthcare and Medicare options
– Estate planning strategies
– Long-term care insurance
– Trust and Charitable Planning
– Preserving lifelong wealth and helping others

Plan With Confidence | Partner With A CFP® Professional

When it comes to your financial security, it’s all about partnering with someone committed to putting your interests first. CFP® professionals have attained the standard of excellence in financial planning by meeting education, experience and ethical standards. As part of their certification, they have made a commitment to CFP Board to serve your best interests today to prepare you for a more secure tomorrow.