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Masterclass
New Dates June 5th: Masterclass Cohort
Everyone is on a financial path – some simply know where they are headed.
This course teaches you which financial aspects are critical to mapping your financial future. While many unknowns lie across your path, there are a few key concepts you need to understand and levers you can pull to minimize their effects. Powered by OnTrajectory, this course is for anyone wanting to take control of their future and reach financial peace-of-mind.
Upcoming Workshops
OnTrajectory is excited to have special guests for our upcoming workshops Workshop. Together, we will look at how to keep your financial goals in focus with practical tips you can use on your own and with OnTrajectory.
Our next guest, Ray Giese, is a financial planner and coach working with clients to achieve piece of mind. Ray is a long time friend of OT and helps with data reviews for OnTrajectory subscribers. Don’t Miss it!
OnTrajectory Beginner Workshops are hosted by the OT Team. We take 30 minutes every month to walk all new users through the basics of our tool to help you get your financial plan loaded in and the basics of how to use OT’s most useful features.
Additionally, you can bring your questions about how to use OnTrajectory if there are things that are confusing you. Saturdays at 11, these workshops are quick 30 minute opportunities to get started, or restarted, anytime. We can’t wait to help you reach your financial goals
One-to-One Data Review Services
*Please be aware that no information provided during a class or data review session should be considered investing or tax advice. All financial information is solely for educational purposes. Please see your own professional for personal investment or tax advice.
Get personalized guidance and support as your craft your financial plan in OnTrajectory.
- Work directly with an OnTrajectory expert in a live screen sharing session
- Ensure your anticipated income streams are entered accurately
- Create budget-groups for recurring expenses
- Enter time-based expenses, such as a mortgage or tuition payments
- Tailor growth or inflation expectations for specific expenses over time
- Learn how to adjust anticipated contributions as your expenses change
- Understand how to track your actual progress and adjust assumptions
- Assess the effects of RMDs, early withdrawal penalties, and rollovers
- Understand technical analysis using Monte Carlo and historical simulations
Latest Blog Posts
Taxes With Ruby and OT
In March of 2023 OnTrajectory sat down with Ruby Padilla, CPA to discuss some general tax plans and strategies. Take a listen, and remember this
The Paranoid Optimist
It has been said that, “only the paranoid survive.” But for many of us, the idea of having to become paranoid is decidedly unpleasant. Paranoid
Data overload and how to focus on the right canary
In the world of management, there’s an important decision-making tool called the Eisenhower Matrix. It’s a simple quadrant: The X axis evaluates how urgent a
Should I Panic Yet?!?
What’s happening with my investments? If you have been bold enough to watch the markets lately, you may feel like a ship tossed about in
Times ARE Scary – but…
Last week, as the media recounted the poor performance of major stock market indexes, my wife turned to me and asked, “How are we doing?”
It’s Tax Time!
OnTrajectory can help you both more accurately estimate your future taxes as well as help you minimize the taxes you\’ll pay in the future. We do this in 3 different ways. 1.