Financial Launch

Why Financial Launch Works: Financial Launch combines individual support and accountability from a personal coach, 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.

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Meetings & Feedback:


Stay on budget and on course with accountability meetings, group sessions, & timely emails.

  • 1-on-1 quarterly meetings
  • Weekly emails showing your actual spending vs. your budget
  • Monthly group office hours
  • Monthly reports showing key insights and your progress
  • Monthly webinars

Personal Bookkeeping:

Advanced Software

Spend less time keeping on top of your spending with our advanced money management 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

On-Demand & Sequential:

Financial Education

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
  • Over 60 hours of video and 100+ resources

Continual Progress:

Monthly Resources

Each month you’ll get new tools and resources to help you advance your finances. The resources cover topics as varied as your finances including tax planning, investing, insurance, budgeting, credit & debt management, and more.

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 or 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.