Andy Baxley, Ms, Cfp® Email & Phone Number

Hi there, I’m Andy!I founded Two Trails Financial Planning to help thoughtful (and busy!) mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility.If I've done my job well, our work together won't just give you the peace of mind of knowing that you're on the right track (though that's a great start!). It will help you think bigger and question the status quo.To be honest, I'm not interested in what you "should" be doing or what everyone else is doing. I am, however, totally fascinated by what YOU want from your life and your money. Whatever that is, I'm committed to helping you make it a reality. And if you aren't sure what you want, I'm trained to help with that as well.Because in the end, true wealth is about so much more than numbers, isn't it? It's about building a life you can be proud of alongside the people you love most.What shapes my perspective:• CFP® Professional• Masters in Financial Planning with focus on advanced planning and financial therapy• Former teacher turned financial advisor (9+ years experience)• Father of two who understands the real-life challenges of balancing career, family, and financesTwo Ways to Work Together:1. Summit Wealth 🏔️• Comprehensive financial life planning, tax planning, and investment management• For those ready for ongoing partnership• Starts at $5,000/yr.2. Base Camp 🏕️• 3-month financial life planning deep dive• Perfect for DIYers and those in the early stages of building wealth• Starts at $3,500Not sure if you're a good fit? No problem, let's connect and we'll decide together. My goal isn't to "sell" you, it's to make sure you get the help you need, whether it be from me or a trusted referral.