Pelleton Goal Tracker

puzzle pieces image - for Pelleton Goal Tracker cover

Knowing how to get started planning your financial future can be daunting.

To start, there are so many questions to answer:

  • How do I compare renting vs. buying a house?
  • How do I prioritize paying off my debt?
  • What are strategies for pay off my student loan(s)?
  • How do I pay the least amount of taxes possible?
  • How do I take advantage of my employee benefits, including my 401(k) plan?
  • What should I invest in?
  • Why do I need an emergency fund?
  • Do I need estate planning?
  • How much do I need to save for retirement?

Take a breath and remember that financial planning is a process. You simply need to know where to start. Planning is a journey which you can’t expect to finish right away. It’s dynamic and fluid. It’s easy for the financial planning profession to over-complicate planning. And that can scare folks off. That’s not going to happen with Pelleton Goal Tracker.

Keep in mind the jigsaw puzzle analogy.  This process, the actions you take, will help put the pieces of your financial puzzle together.  We are here to guide and advise you, but it’s your plan. You’re the driver.  We are the experienced guide assisting you.  And you plan doesn’t have to be completed all at once.  One puzzle piece at a time.

Getting Started

Pelleton Goal Tracker log in

Click the image to log in the Pelleton Goal Tracker

You choose where you want to start with Pelleton Goal Tracker.  You’ll enter some data, select one or more financial goals, and link your accounts to your goals.  Cool technology crunches the numbers, we review it, and you see how likely you are to achieve your selected goals.  We may suggest tweaking some information and provide you with a to-do list. The communication can be online, or on the phone.  Not lots of time consuming fact-to-face meetings.  Unless that’s what you’d prefer.  You ask, we answer.  You will get reminders of tasks that still need to be completed.  Not nagging, just nudging.  You will have a plan portal that hosts your plan and your to-do list, with user-friendly software that’s accessible from any device.

This will undoubtedly require some attitude and behavioral changes, and certainly you will need to complete the tasks assigned.  But it’s these actions that will make your financial plan real – after all, it’s your plan.


How is Pelleton Goal Tracker priced?

• There is a set up charge of $595 to get started
• Then it’s only a $99 per month subscription fee after that

This entitles you to unlimited access to us (please use the scheduling tool shown here).  We’ll forward the needed agreement and forms to you.  If you have investable assets that you would like us to manage, as an existing Pelleton Goal Tracker client we will discount our management fees.

Do you still have some questions?  Schedule a call us.  Let’s talk it over.

Let’s finish this with the question of “how do you eat an elephant?”  “One bite at a time.”  Same principle with Pelleton Goal Tracker. 

Schedule an appointment
to speak with Charles

Click to Schedule an Appointment