Help others learn to navigate their financial future.
Our Coaching Platform (available June 2018) gives financial mentors / coaches a powerful tool to educate, demonstrate & create living financial plans for folks all over the financial-literacy spectrum:
- Collaborate / share profiles in realtime
- Distribute custom scenarios to demonstrate key financial planning concepts
- Easily navigate and add to your current list of Learners
- $99/annual fee includes all features of our premium 'PowerPlan' for the Coach and Learners join at a discount. Also included are two 30-minute orientation sessions with an OnTrajectory specialist
Heavily discounted licensing available to Educational Institutions, Public Libraries, and Charitable Organizations.
For more information:
Or by phone: 410-989-1968