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Tranquil Path Financial Planning
Tranquil Path Financial Planning is a fee-only special needs financial planning firm helping families and disabled adults navigate benefits, caregiving,...
Overview
Tranquil Path Financial Planning is a fee-only special needs financial planning firm helping families and disabled adults navigate benefits, caregiving, retirement, estate planning, and long-term financial security. It provides holistic fiduciary planning and ongoing investment management, with a focus on people with disabilities and chronic illnesses. The firm builds customized plans that integrate trusts, government benefits, medical costs, and related challenges.
General information
Firm type
RIA
Location
City
Independence
Principals
Britta A. Koepf
CFP®, ChSNC® — Owner and Financial Planner
Britta A. Koepf
CFP®, ChSNC®, Owner and Financial Planner
Frequently asked questions
What investment stages or asset classes does Tranquil Path Financial Planning target?
No information is publicly available regarding the investment stages or asset classes targeted by Tranquil Path Financial Planning. The firm has not disclosed any portfolio holdings, fund commitments, or direct deals. Its strategy is entirely opaque.
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