Baltimore fintech startup OnTrajectory provides a tool to help with financial planning. As CEO Tyson Koska has said, the company looks to help people understand their finances and make it easier to get the data behind decisions like mapping a retirement strategy or buying a house.
Now the company is looking to provide tools to help the people creating small businesses around providing the guidance.
Towson University Incubator–based OnTrajectory recently partnered with Montana Money Adventures to offer training to become a “money coach.” Different from a financial planner, a money coach offers high-level advice on planning and helps with goals, but doesn’t provide advice on specific investments or taxes. Koska said it offers a way where “regular people can help out other people and make these budgeting plans.” OnTrajectory is offering a four-part training program taught through video lectures from Montana Money Adventures’ Jillian Johnsrud that helps prepare people to take on this role, and use the platform to collaborate with others.
READ FULL ARTICLE HERE
