4 Easy Steps To Start


Schedule a free introductory call

A quick 15-30 minute call so we can both make sure there is a potential fit. If not, we will point you to a better solution


Custom Roadmap

We will use the information from our first call to build you a customized roadmap with the opportunities we see to improve your financial health


Think it through

There are no pushy sales people here. We will give you time to consider whether Trek Wealth Planning is the right advisor for your family


Start your Journey to Financial freedom!

Get excited because you are about to have a clear vision for what you want your money to accomplish for you and a defined path to get there

Schedule Your Free Introductory Call