Imagine, Plan, Make it Happen
Having a goal is what drives people to action. Help your clients imagine their future, craft a plan to help them get there, and work together to make it happen.
What Is OnTrajectory?
OnTrajectory is Financial Planning software so easy and intuitive that regular people can create their own lifetime models - but it's powerful enough that it can support any professional practice.
It answers questions beyond 'when can I retire?' -- you can visualize how future college costs or buying a home will affect you in 30, 40 or 50 years. And if you don't like the first answer you see, you can experiment with different ways to reach your financial goals.
You don't have to be a sophisticated investor. With OnTrajectory, if you can imagine it, you can plan for it.
Break through fear, uncertainty or bad money habits and get on the path to financial freedom.
What Users are Saying...
“Keep up the great work. I retired early at age 57 when my company offered a voluntary early retirement package. Your product gave me the data I needed to help me feel comfortable making that decision. 4 years later I’m loving retirement.”
- Mike in Texas
“I like the new Monte Carlo and Historical Analysis features a lot… I’ve been telling a lot of people about OnTrajectory, how it works, how I’m using it, and what it can do for them. Keep up the great work!”
- Mike in LA
“I tried out a lot of OnTrajectory’s features, and I’m psyched about this really helpful tool!”
- Karen in NYC
“I’m now working on a new scenario, whereby I retire, move onto a boat, and go cruising rather than buying a house on a lake somewhere. OT makes it so easy to look at different scenarios like this. Love it!”
- Joe in Tampa
Join Our Facebook Group
Join our growing group of OnTrajectory Users working together to reach financial independence.
Watch Video Tutorials
Insights and expert tips to help you understand your trajectory and achieve your goals.
Beginner or an expert, just starting with a spending plan or long time investor, we’ve got you covered.