OnTrajectory adds training to go along with financial planning platform

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.
That collaboration is also available through a “pro” version of the OnTrajectory portal that can be used by financial advisors to create models of financial plans and track data, Koska said. It’s offered on a subscription basis, and Koska said it can also be customized with a company’s branding. OnTrajectory is looking to offer the service to smaller advisors who are operating outside of a large network.