Navigating you to and through Retirement
Wayfinding Financial provides independent financial planning & professional wealth management dedicated to helping you reach your goals.
Services
Financial Management for Individuals, Families, and Businesses
Breathe easy knowing Wayfinding will provide the clarity, flexibility, and support you need to confidently build your financial plan.
Partners
Independent but not alone
We have chosen some of the industry’s most respected wealth management support providers to ensure comprehensive wealth management. Separating advice, custody and investment vehicle selection assures client-focused operations that uphold the fiduciary standard.
How we help our clients
Our team focuses on reducing our clients’ anxiety by establishing a clear path for them to follow and guiding them along their journey. Our individual planning approach combines wisdom, insight, and a deep understanding—not just for a client’s goal and objectives, but also for their lives, family, interests, and passions. If you would like to add clarity to your financial future and enhance your confidence in your ability to achieve your life goals, please reach out to us. We would love to start a conversation.
Trent, CRPC®
Partner, Chief Compliance Officer
As Partner and Chief Compliance Officer at Wayfinding Financial, Trent is responsible for much of the innovation behind our team’s investment strategy and service-oriented approach.
Since joining the Practice in 2009, Trent has dedicated himself to monitoring client portfolios and assisting in the development of appropriate client-specific strategies and solutions. Trent understands the anxieties that come with financial planning and focuses on educating clients, setting their mind at ease. Desiring to guide clients, he became a Chartered Retirement Planning Counselor (CRPC®) in 2016. A Graduate of the University of Nevada, Trent has a degree in Finance and Economics. Outside of the office, Trent enjoys spending time with his wife, Kaylee, and daughter Olivia. He also enjoys golf and is an avid Do-It-Yourselfer, working on many home projects.
Cathie
Partner
Cathie has been in the financial industry for over 20 years and joined Wayfinding Financial in 2021. Cathie began her career in banking, and in 2005 she transitioned over to the wealth management side, where she specializes in family financial planning, investor education, and investment management. Her passion for helping people is clear, as every family is unique with different needs. Cathie will work with them and provide a plan for financial security. Cathie has also volunteered in the local high schools and colleges to educate about money and wealth management. Cathie was born and raised in Lynnwood and has one son. She enjoys golf, travel, and spending time with her family. She also has family in Arizona and visits as often as she can.
Connected to a network of elite
fund mangers
Believers in transparency and the reduction of conflicts of interest
Backed by a fiduciary mandate that clients' intrests come first
As of March, 3rd 2025
Insights
Explore in-depth articles, analyses, and insights designed to provide financial clarity around complex personal financial matters. Stay updated on industry trends, and make informed decisions on your financial journey.
Contact
We'd like to hear how we can help you
Have questions, need assistance, or simply want to connect with us at Wayfinding Financial? Our Contact Us page is your direct link to our dedicated team. Reach out for personalized financial guidance, inquiries, or collaborations.
