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Our Process

Our Process

Our Process

At On Track Financial, our job is making your money work for you. With our four simple steps, we'll handle your account with care and commitment, setting you on the road to financial success.

Four Steps Towards Success

  1. Discovery: We begin this stage during our initial meeting where we get to know one another. Our goal is to focus on what your specific needs are and what you want your investments and planning to create for you.

  2. Strategy: Next, we will develop an effective investment strategy that is custom tailored to you. We design a comprehensive plan that aligns your wealth with your goals and desires.

  3. Implement: Once you have decided to move forward, we will implement your unique strategy.

  4. Monitor: We will monitor your account performance on a regular basis. If we discover that your circumstances have changed, or that shifting markets require adjustments, we will guide you through the necessary path forward.

Our Services

The Freedom of Choice

As an independent financial services firm, On Track Financial is not pressured by a parent company to direct clients into proprietary products. We have the freedom to provide you with a wide variety of investment and insurance choices from among the best within the financial services industry.