Financial Trex is a fee-only, fiduciary financial advisory firm based in Spokane, Washington, founded by Denise Downey, a CERTIFIED FINANCIAL PLANNER™ (CFP®) and MBA with over 20 years of experience in finance. The firm offers personalized financial planning services to individuals and families, emphasizing a holistic approach to managing finances.

Financial Trex provides two primary service options:

  1. Trail Guide: A comprehensive financial planning service that includes a personalized financial plan, quarterly meetings, access to an interactive planning platform, and optional investment management services. Fees range from $700 to $1,000 for the initial payment, with quarterly charges between $600 and $1,000. Trail Map: An hourly financial planning service designed for clients who prefer to implement the plan independently. This option includes a personalized financial plan and a one-time engagement, with fees typically falling within a 4-12 hour timeframe at $300 per hour.

The firm’s approach involves understanding clients’ goals and crafting a plan to help them take control of their finances, going beyond just investments to address various aspects of financial life .