What do we hope to accomplish with this blog?
Who is OnTrack Wealth Management?
We are a fee-only financial planning firm. We exist to help people. Often those people are planning for retirement and other life goals. We work with families, professionals, and small businesses.
Who are the bloggers?
My name is Jeremy Whiddon. I am one half of the ensemble team at OnTrack and the primary author of this blog. I really have a passion for learning! That passion should come across in this blog as we attempt to inform and educate our readers about a wide range of issues relevant to building, maintaining, spending, donating, and passing down wealth.
My business partner is Jim Burns, CFP® & CPA. Jim’s knowledge and philosophies surrounding everything from investments to retirement planning and taxes are huge influences for this blog. From time to time, Jim will be a guest blogger.