TAKE CONTROL OF YOUR FINANCES, BUILD YOUR SAVINGS, & MANAGE YOUR DEBT

Why Financial Launch Works:

Financial Launch combines individual support and accountability from a personal coach, done- for-you management of your davings, on-demand financial education, professional software to track your cashflow and keep you on-budget, and a proven step-by-step system for improving your finances.

 
SERVICES AND PRICING
SCHEDULE AN INTRO MEETING
 

ACCOUNTABILITY

MEETINGS & FEEDBACK

Stay on budget and on course with accountability meetings, reports, & timely emails

  • 4 onboarding meetings in the first 3 months

  • 1-on-1 quarterly meetings

  • Weekly emails showing your actual spending vs. your budget

  • Optional monthly accountability meetings

  • Reports showing key insights and your progress

FACILITATED SUCCESS

DONE-FOR-YOU SAVINGS

Finally, realize your desire to build savings as we manage your savings and take care of the transfers based on your agreed-upon budget

  • Saving actually happens because we do the work for you

  • View the savings balance, your progress, and if you’re on-track to meet each goal individually

  • Ultra-high yield FDIC-insured savings accounts

  • Managed investments for longer-term goals

FINANCIAL EDUCATION

ON-DEMAND & SEQUENTIAL

Get the financial information you need when you need it from a trusted & knowledgeable source

  • On-demand videos through the Knowledge Center

  • Step-by-step directions for key financial decisions

  • A monthly linear, class-like overview of key topics

ADVANCED SOFTWARE

PERSONAL BOOKKEEPING

Spend less time keeping on top of your spending with advanced budgeting software

  • See all your accounts and spending in one place

  • View key financial reports

  • Automate expense categorization

  • Customizable rules engine for expense tracking

  • See your progress toward goals

 

LAUNCH YOUR FINANCIAL FUTURE

PROGRAM INFORMATION

 

1-ON-1 GUIDANCE

You are assigned your own financial planner who gets to know you and your goals. Not a call center with a different person each time.

NO HIDDEN SELLING

We don’t sell insurance nor financial products, get commissions, or accept kickbacks from third parties; you can trust the advice isn’t biased by commissioned sales.

A FIDUCIARY EXPERT

Coaches are CFP-trained registered investment advisors. Coaches are required by law to place your interests above their own. This is more than a ‘promise’, it’s a legal obligation.

SCHEDULE AN INTRO MEETING

Onboarding Process

MONTH 1

KICKOFF MEETING

We start with a kickoff meeting to set you up in the systems, answer any pressing questions, and start you off set up for success.

  • Organize your finances & track your expenses

  • Connect your accounts (view-only) to see all your transactions in one place

  • Set up your accounts to save for short-term and long-term needs/goals

  • Answer pressing questions

  • 30-minute coaching session

Month 1

SET YOUR TRAJECTORY

Assessing where you are financially and where you want to go by setting your life goals.

  • Set key short-term goals and objectives

  • Initial review of cash flow, assets, & debt

  • Understand money & your relationship with money

  • Identify the life you want, both now and in the future

  • Set focus on major life goals

  • 1-hour coaching session

 

MONTH 2

PURPOSEFUL BUDGET

Managing your debt and automating your good decisions to help you stay on course.

  • Create a realistic plan aligned with your goals and values

  • Identify key spending categories you and your coach will specifically track together

  • Fund your current priorities & your long-term goals

  • Deal with “unexpected” future expenses

  • 1-hour coaching session

MONTH 3

SETTING AUTOPILOT

Managing your debt and automating your good decisions to help you stay on course.

  • Separate good debt from bad debt

  • Develop your full debt strategy

  • Make funding your plan and your future automatic

  • Discuss longer-term goals like retirement

  • 1-hour coaching session

 
TAKE THE FIRST STEP
 

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

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. 

INVESTMENT MANAGEMENT SERVICE

For long-term goals, save with professional portfolio management based on academically proven strategies, including:

  • Goal-specific asset allocation 

  • Tax-efficient asset location 

  • Annual and threshold-based rebalancing 

  • Ultra-low-cost fund selection 

  • Monitoring funds for strategy drift 

 
Join Launch Today
Services & Pricing