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Working with a Female Advisor

Managing finances can be especially challenging during traumatic life events. Through several experiences working with clients who have been through divorce or the loss of a spouse, Kelcie Daniels has developed a passion for working with female clients.

Difficult life events often adversely affect a person’s financial situation. Kelcie’s ability to connect and empathize with her clients during their time of need has been personally rewarding. Whether clients are experiencing a difficult time and need financial guidance, or they are career women trying to juggle it all, On Track Financial is a place they can feel welcomed and empowered throughout the process.

Client Centered

“A few years ago, I worked with a client who was going through a tough divorce. Her husband had managed their finances for 30 years. I helped her get organized financially – established a budget, helped structure her investments which had rolled over from her half of the couple’s retirement, and established her retirement plan. I am happy to say I was able to get her back on track financially, and we have enjoyed a strong relationship ever since.”

Kelcie Daniels

Let Us Help You Get On Track

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.