Financial Planning OnTrack Financial Education and Counseling

Financial Planning

Have you found yourself sipping your morning coffee as you sift through insurance offers, mutual funds, and estate planning checklists? Do you have a 401k plan but are not exactly sure how to maximize it to meet your financial goals? Are you often watching Saturday morning cartoons with your kids while pondering how you will pay for their university education down the road? OnTrack offers Financial Planning Services that can guide you through these decisions to help secure your family’s financial future.

Financial Planning: Initial consultations FREE

Subsequent Planning Fees: Range from $100 to $500 based on complexity of planning needs and ability to pay.

OnTrack’s financial planning services can help you meet your life goals through creating an individualized financial plan. Our services are available for populations who traditionally have not had access to professional financial planning. Our financial planner will help you construct a plan that can address any or all of your financial goals including:

  • Retirement planning
  • Income tax planning
  • Estate planning
  • Insurance
  • Investments
  • Debt and Cash Flow Management
  • Saving for your children’s education

During your planning session, your financial planner will gather information about your current finances, help you set life goals, and examine your current financial situation; then, together you will create a personalized strategy for how to most effectively meet your goals.

We offer a range of financial planning services from modular plans to comprehensive plans.   And, we will be glad to work with your own attorney, accountant or investment manager, or help you find a professional to help put your plan into action.

Call our office at 255-5166 or 1-800-737-5485 to schedule an appointment and begin taking the steps towards a strong financial future.

Meet our Financial Planner:

Dave Werle - Financial Planner, Certified Credit, Housing, & Reverse Mortgage Counselor

Dave joined OnTrack as a financial counselor in January 2006.

He is a candidate for CFP certification, after passing the Certified Financial Planning exam in May 2006.   Dave is an NCHFA Reverse Mortgage Counselor, a Certified Credit & Housing Counselor, a Certified Credit Report Review Counselor, and has experience as a personal income tax preparer.  Dave’s past work includes eight years of marketing, training, and sales administration in the private sector plus economic development planning, strategic planning and consulting in the non-profit sector. 

Dave holds a bachelors degree in economics and psychology from Vanderbilt University.

"Everyone can benefit from meeting with a financial planner, but many are hesitant to spend a significant amount of money on a plan.   OnTrack’s quality program is perfect for people who might have small portfolios or are just getting started."

- Dawn Starks, CFP, Starks Financial Group

United Way NFCC Council on Accreditation