A plan takes a day to build. Sticking with it for a year is what creates results. Stay on Track exists to help you stay consistent, adapt as life changes, and keep moving toward financial freedom.

How you get in?

• Complete a Build Your Financial Freedom Plan call first.
• After your call, you may apply for Stay on Track.
• Membership is limited to 10 active clients at a time.

What the year includes
✅ 4 quarterly check-in calls (30 minutes each) to review progress and update your plan.
✅ Monthly accountability reports with a personal response from Colby within 2 business days.
✅ Priority messaging all year with replies within 2 business days.
✅ Annual review (up to 60 minutes) covering contributions, rebalancing, and next-year priorities.
✅ Annual tax-season checklist with key deadlines explained in plain English.
✅ Organizer spreadsheet with built-in monthly journal and progress tracking.
✅ Optional Selling Options with ETFs lesson during one quarterly call.

Who this is for
• Investors who want accountability, not more information.
• People who already have a plan but struggle with consistency.
• Anyone who wants ongoing guidance and course corrections throughout the year.