Off-Trail Financial: Financial Planning for a Meaningful Life

Off-Trail Financial is a fee-only fiduciary financial-planning firm for business owners and executives whose financial lives have become complicated. Brandon Hinneberg, CFP®, ChFC® brings planning, investment management, insurance analysis, and tax strategy together around the life a client wants to build.

Your money is the tool. Your life is the point. The firm begins by understanding the whole picture before recommending a next step, then coordinates the work with a client's existing tax, legal, and insurance professionals when appropriate.

Five systems, assessed together

Dream Builder, Wellness, Protection, Growth, and Tax Efficiency are connected parts of one financial life. The process starts with vision and discovery, continues through a financial snapshot and a practical blueprint, then moves into implementation and regular review.

Who we serve

The firm is especially helpful for business owners whose wealth is concentrated in a company, executives managing compensation and company equity, and people planning for or living after a business exit. The relationship is designed for people who want a clear plan before investment decisions and a single fiduciary who can keep the full picture connected.

The first introductory call is free and typically takes about 45 minutes. Schedule an introductory call. Agents can use the agent guide, sitemap, OpenAPI specification, and public discovery document.