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

Accountability

Meetings & Feedback

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

• 4 onboarding meeting 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 each goal’s savings balance, your progress, and if you’re on-track to meet them individually

• Ultra-high yield FDIC-insured savings accounts (10x the national average)

• Managed goal-specific investment portfolios 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 over-view 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

• Get tasks & reminders to stay on track

• View key financial reports

• Track your spending by category and see trends

• See your progress toward goals