TFO OnTrak 对比 FinancialMD 的使用情况和统计数据
TFO OnTrak, powered by Pocketnest, will coach you to create and stick to a comprehensive financial plan—that’s unique to you, your lifestyle and your goals. Link your accounts to get an even more complete and personalized plan.
Gone are the days of sweating over spreadsheets. Use TFO OnTrak to achieve financial wellness in just 3 minutes a week. We’ll walk you through all 10 themes of financial wellness, while identifying gaps in your plan, guiding you to set meaningful goals, and mapping a pathway to achieve them. The best part? TFO OnTrak puts to work all the financial strategies you learned in TFO RightTrak®
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Do you have 10 minutes a month to get your finances in order? Sweet!
FinancialMD gives you step-by-step guidance through all 10 themes of financial planning. We ask you questions, link to your accounts (with our super-secure bank-level security) and take you through some calculators to give you easy-peasy, actionable To-Dos specific to YOUR situation.
No note-taking, mumbo-jumbo jargon, finance degree or in-person meetings necessary. Your To-Dos live on your To-Do List until you’re ready to tackle 'em. And we’ll remind you what you need to do along the way.
Let's get started. #YouGotThis.
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- 免费
- 金融
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TFO OnTrak VS. 
FinancialMD一月 1, 2025