Alan Caldwell, CFP®, AFC On Track to Retire LLC

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About Alan Caldwell, CFP®, AFC

Experience:
Financial planning/coaching practice since 2017
Worked as a financial coach for non-profits in Chicago and Detroit
Worked with over 100 clients, coaching and financial planning
24 years at Ford Motor Company, in finance management positions

Credentials/Education:
Certified Financial Planner, CFP®
Registered Investment Advisor
Accredited Financial Counselor, AFC®
MBA, Finance, University of Michigan
Professional Studies, CFP® Program, Northwestern University
Member NAPFA, XYPN and AFCPE

I am passionate about financial planning! I very much enjoy meeting with clients, learning about their goals, discussing and analyzing options together, and helping clients achieve their objectives.
I am married, with two children, and four grandchildren. Life is good!
I am an avid runner. I’ve completed many marathons.

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Ideal Clients

  • Financial Coaching
  • Gen Y/Millennials
  • Investment Planning & Management
  • Young Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly

Fee Options

  • Flat Fee: $950
  • Hourly Fee: $90/hr

SEC Records

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