Begin your journey to financial freedom
The Financial Launch program offers you access to a sophisticated online financial planning platform along with personal guidance from your own financial planner.
You’ll get help with budgeting, managing student debt, achieving big goals (like buying a house), and investing for your retirement.
A FIDUCIARY & FEE-ONLY ADVISOR
As a Registered Investment Advisor, we are required by law to place your interests above our own. And we don’t get commissions or accept kickbacks from third parties, so you can trust the advice isn’t biased by commissioned sales.
Unlike other companies, working in your best interest isn't just a policy for us, it's a legal obligation.
Comprehensive Financial planning
The Financial Launch program takes an integrated approach that considers your entire financial picture.
Planning goes beyond investments and retirement to incorporate cash flow analysis, tax planning, risk management, career development, debt management, entrepreneurship advising, and more.
Personal Advice - No Call Centers
You are assigned your own financial planner who has passed the rigorous CFP exam. Not a call center with a different person each time.
In addition, you’ll have access to a leading financial planning software, with the ability to tweak your plan and see how small changes can make a big difference in paying off debt and building wealth.
Personal financial planning is OFten commissioned salespeople pushing high-cost funds or insurance products and calling it ‘advice’ — No More
$35 Monthly with No up-front Fee
Two financial planning sessions each year with your financial planner
24/7 access to professional Financial Planning software
Free personal finance & investment webinars
Email assistance for your questions
Investment advice & optimizing your 401(k)
Investment management on managed assets at T.D. Ameritrade
Portfolio management optional, additional fee applies.
No commissioned financial product sales
We help bring order to your financial life, by assisting you in organizing your finances including expenses, debt, taxes, investments, and more.
We act as your accountability partner to help you follow through on financial commitments and take the necessary steps to achieve your priorities and goals.
We help you make better money decisions by bringing an unemotional perspective to important life events along with the research you need to make informed decisions.
We work with you to anticipate your life transitions and future goals, and then give you guidance on the necessary steps to be financially prepared.
We provide you with the specific knowledge needed to succeed in each situation and explain your options and the risks associated with each choice.
We work with you to identify your ideal life, both now and in the future, and then partner with you to direct your financial resources toward achieving that life.
Joshua D. Escalante Troesh, MBA
Fiduciary & Fee-Only Financial Planner
Tenured Professor of Business
Ranked #1 Adviser Nationally - Investopedia’s Advisor Insights*
Quoted in Forbes, U.S. News & World Report, CNBC, and many more
Passed the rigorous Certified Financial Planner (CFP) exam