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OnTrack Financial Planning is an independent fee-only financial planning and registered investment advisory firm able to serve clients nationwide.
Why is Choosing a Fee-Only advisor important?
Objectivity and Fiduciary status. Since true Fee-Only advisors use no load/non-commission products and receive no incentives of any kind from third parties, we do not have any conflicts of interest in the client/advisor relationship and zero incentive to recommend products that are not in our clients’ best interest or that clients don’t need. And, as Fiduciary, we act in our client's best interest first and at all times by law.
Also, as a Qualified Kingdom Advisor (QKA) and CERTIFIED FINANCIAL PLANNER™, our firm has received additional training through Kingdom Advisors to integrate biblical financial principles with our advisory practice to better serve Christian families in their planning needs, if applicable and desired by the client.
If you are interested in allowing us the privilege to assist you in your financial planning, please feel free to print out a questionnaire below, fax or email it once completed, and we will respond back to you asap. We look forward to assisting you!
On Track questionnaire.doc * Client Privacy Policy.doc
On Track budget questionnaire.doc *Only complete pages applicable to you |
Our team includes CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant financial professionals to better serve you.
Chris Parker, CFP®, QKA
Lyndi Wickerson, CPA, MAcc |
