MONEY COACH PRO-PORTAL

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GIVE YOUR CLIENTS MORE VALUE. GROW YOUR BUSINESS AND BRAND. ALL FOR $49 PER MONTH!

THE ONTRAJECTORY PROFESSIONAL PORTAL allows you to easily create complex financial plans — Its the absolute best value for managing your clients.

BENEFITS INCLUDE:

  • Modeling financial plans together with your clients in real-time, from anywhere
  • Clients can edit their own data in dedicated scenarios Easily add / remove clients from your list of Managed Clients
  • Every client receives all OnTrajectory premium 'Power Plan' features
  • Quickly create multiple scenarios
  • Help clients with multiple goals: debt paydown, rental properties, flexible income, saving for college, starting a new career, and major life transitions

INTERESTED IN BECOMING ONTRAJECTORY-CERTIFIED MONEY COACH?

For people who LOVE personal finance and are ready to start helping others master their financial lives — our 4 Part Training program has everything to get you started:

*Your FREE year gives you access to the OnTrajectory Pro-Portal with the ability to manage up to 3 Client Accounts. Your clients may also use OnTrajectory independently during this period free-of-charge.

BENEFITS INCLUDE:

  • A FREE YEAR OF OUR PRO-PORTAL!*
  • How to create your offer
  • How to market and grow your business
  • How to coach and create transformation
  • How to use OnTrajectory to create full financial plans
Become A Money Coach

Do you Need Financial Coaching or Mentoring?FIND HELP HERE!

List Of Coaches

Coach Name Specialization
1 Jillian Johnsrud It’s my mission to help people custom build a lifestyle that perfectly reflects their values, passion, and purpose.
2 Ray Giese, CFP®, CCSP®, MS
  • — Personal financial coaching to help you successfully navigate all the financial challenges you will face in life,
  • — Career assessment & coaching to help optimize your lifetime earnings leading to a "best fit", satisfying, and rewarding career path, while enhancing your ability to save and invest to achieve your long-term goals.
3 Tyson Koska Get a live review of all your Income, Expense & Account items to ensure you're best leveraging OnTrajectory.
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