Kat’s story: Quitting your day job for “Barista FI”

Kat is living proof that creating a financial plan you can trust is the key to living your dream lifestyle. After starting a career in forestry, health challenges required Kat to take two years away from full-time work. To make ends meet, she cobbled together part-time gigs doing house cleaning, driving an airport shuttle, and …

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OnTrajectory partners with ChooseFI Academy for “Financial Independence 101”

If you’re on the path to financial independence, you probably know about the wildly popular ChooseFI podcast. We wrote about them last year when they interviewed Tyson, OnTrajectory’s CEO. What you may not know is that the ChooseFI team recently unveiled their plan to bring FI skills to the masses. And we’re thrilled to be …

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Winter 2019 Product Update

Happy holidays! To help you plan for a successful new year, we recently rolled out several significant improvements to OnTrajectory. Read on to learn more about: Optimizing account drawdown order in retirement All-new debt tracking capabilities Debt reduction strategies: Debt Snowball and Debt Avalanche Home equity accounts with linked mortgages Account drawdown order optimization For …

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First-Time Homebuyer? Here’s How to Prepare Financially

If you’re a first-time homebuyer and looking for a smattering of advice from across the internet, check out this article on REDFIN’s blog. The article features our founder, Tyson Koska — and his advice on the topic: “Key to purchasing your first home is knowing exactly ‘how much home’ to buy. Do not simply buy …

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A cleaner, friendlier OnTrajectory

Next week, we’re rolling out some visual improvements to OnTrajectory. Once the update is live, you’ll see a cleaner main screen that puts your financial trajectory front and center. Having trouble finding what you’re looking for? Drop us a note at questions@ontrajectory.com and we’ll be happy to help! What’s changing Our motto for this release …

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Standing up your “money dummy”: How a personal financial model helps you own your future

It’s no secret many workers hate their jobs – so it’s no wonder the FIRE movement has gotten so much attention – even its own movie! However, two recent posts on Reddit’s Financial Independence forum highlight our job-hating emotions perfectly: “The only reason I am interested in FIRE is I HATE my job”  describes one individual’s …

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Get Thee to School!

We’re partnering with Montana Money Adventures to bring you Money Coach School – and it’s now OPEN! What is Money Coach School? It’s for people who love personal finance and want help others make progress on their personal financial journey – it’s everything you need to get started building a business or a passion-project you love! What’s Covered? There …

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