take control of your finances, build savings, & manage debt
Financial Coaching
If you’ve struggled with budgeting, it may have been the budgeting system’s fault and not yours. Financial Launch works by solving the three main issues that cause budgeting systems to fail people:
(1) reducing the time it takes to manage your finances so they run smoothly in the background
(2) balancing between the life you want to live today and the life you want to build tomorrow
(3) supporting you to build your budget, stay accountable, and handle your savings for you
Why Financial Launch Works:
Financial Launch combines individual support and accountability from a personal coach, done-for-you management of your savings, on-demand financial education, professional software to track your cashflow and keep you on-budget, and a step-by-step system for improving your finances.
Advanced Software
Spend less time keeping on top of your spending with advanced financial software that brings all your finances together into a single control panel.
Facilitated Success
Finally realize your desire to build savings as we manage your savings and take care of the transfers based on your agreed-upon budget. You make the decision, we handle the savings.
Accountability Partnership
Stay on budget and on course with a personal coach who is charged with your success using accountability meetings, reports, task reminders, & timely emails.
Just-In-Time Education
Get the financial information you need when you need it through on-demand and sequential videos that provide financial knowledge right when you can implement it.
Save for Your Future
Done-For-You Savings
Saving for your goals couldn’t be easier. Once you agree upon your budget, your coach will handle saving into accounts you own at our firm. We’ll advise you on the right accounts and contributions for each of your goals, set them up for you, and ensure the transfers to your savings happen. Save for an emergency fund, retirement, a down payment on a home, sending a child to college, a major vacation, or anything else that is important to you.
High-Yield FDIC-Insured Savings
Managed Savings Accounts
Your emergency fund and any goals you want to achieve within 3 years are saved into a high-yield FDIC-insured savings account. You earn ~ 10x the national average in interest** and up to $2,000,000 of your cash is insured by the FDIC. No fees are charged on your savings account.
Invest for Long-Term Goals
Professional Investment Management
Investing for your goals couldn’t be easier. When you’re ready to start investing we’ll advise you on the right accounts and contributions for each of your goals, set them up for you, and manage them. Proper investment management can help you save for a down payment on a home, sending a child to college, a major vacation, retirement, or anything else that is important to you.