Goal Tracking Technology

Our goal tracking technology helps you stay on top of your financial objectives by providing real-time insights into your progress. This tool is designed to make it easier for you to monitor where you stand in relation to your short-term and long-term goals.

How Does Our Goal Tracking Technlogy Work?

Our goal tracking system gives you a clear picture of your financial journey. It allows you to see how close you are to reaching your objectives, and it offers real-time updates, so you can make adjustments as needed based on changing financial circumstances.

Track your way to success—contact us today!

These goals May Include

Education Funding:

Other Financial Goals:

(New Car, House, etc.)

Retirement:

This simulation is a hypothetical example and is not representative of any specific situation. Your results will vary.

Stay on course—use our goal tracking technology!

Benefits of Using Our Goal Tracking Technology

Goal tracking keeps you focused and informed. It provides transparency by showing you how your savings, investments, and other financial decisions are contributing to your overall goals. You’ll always know where you stand and can make informed decisions to stay on track.

How Do We Utilize It?

We integrate goal tracking into your financial plan to keep you informed and aligned with your goals. We provide regular updates based on real-time data, so you can adjust strategies whenever necessary to keep progressing toward your financial milestones.

Start Tracking Your Financial Goals

Ready to see how goal tracking can work for you? Contact us today to schedule a consultation and learn more about how we can help you stay on track with your financial plan.

Free Assessment

What is your PRS score? Are you on track?
Fee breakdown. How much are you currently paying for your investments?
Performance review. Can your investments be improved?

Schedule a Free Assessment

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.