Dwight Dettloff, CPA/PFS, CFP®

Your guide for your entire financial journey.

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Winding Trail Financial Planning Dwight Dettloff, CPA/PFS, CFP® He/Him
Lafayette, Colorado

Serving Clients Nationwide

Your guide for your entire financial journey.

Areas of Focus

  • Equity Compensation Options
  • Living in Retirement
  • Owning a Business
  • Retiring Early (F.I.R.E)
  • Taxes

About Me

My passion is serving self employeds, entrepreneurs, small business owners, and near and current retirees. Winding Trail Financial Planning, LLC was founded as an independent, fee-only, fiduciary financial planning firm in order to provide objective advice.

I am a licensed Certified Public Accountant (Michigan, Colorado) and CERTIFIED FINANCIAL PLANNER™. While my experience in public accounting and in private industry has given me a unique perspective to financial planning, I place high value on self-improvement.

In 2013, my wife and I made the decision to move halfway across the country to Boulder County, Colorado and I took a Senior Accountant position with a privately-held, multi-entity healthcare consulting firm. I was eventually promoted to Chief Administrative Officer. As CAO, I oversaw the accounting and finance functions of the company as well as human resources including benefits administration. In addition to the business side, I also played an integral part in assisting with the personal finances of the business owners.

In our time off, you can usually find my wife and I enjoying our local trails whether it's backpacking through Rocky Mountain National Park, trail running throughout Boulder and Jefferson counties, or snowshoeing the high country. We still get back to Michigan to visit friends and family and we try to celebrate Adrienne's birthday in a new city each year. We welcomed the birth of our first child, Emmerich, in August 2018.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

80026

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory meeting. During this complimentary call, we will see if I'm a good fit to help you set and achieve your financial goals. I encourage you to add a guest, such as a spouse, partner, or anyone else involved. Plan on 45 minutes. Please note that we cannot provide financial advice without a signed agreement. I look forward to speaking with you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About our Firm

Winding Trail Financial Planning, LLC is an independent, fee-only financial planning firm focused on helping professionals, entrepreneurs, small business owners, and near and current retirees achieve their best life.

We offer comprehensive financial planning on a subscription and AUM basis (a percentage of assets under management) as well as investment management without product sales or commissions.

✅ Financial Planning: Comprehensive financial planning connecting cash flow, retirement, tax, estate, education, and investments.

✅ Investment Management: Investment advice tailored to your goals, risk tolerance, and time horizon focused on asset allocation and diversification.

✅ Fee Only Fiduciary: Acting solely in your best interest. We are paid directly by our clients for providing advice. We receive no commissions for the sale of products such as mutual funds or life insurance.

Education

Grand Valley State University, Master of Science in Accounting (M.S.A), Accounting

Badges

Hobbies and Interests

  • Bowling
  • Cooking
  • Cycling
  • Family
  • Grilling
  • Hiking
  • Running
  • Traveling

Who We Serve

  • Baby Boomers
  • Business Owners
  • Contractors
  • Couples
  • DIY Investors
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Living in Retirement
  • Real Estate Investors

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