QUickstart Onboarding

Month 1 - Kickoff Meeting: We start with a kickoff meeting to set you up in the systems, answer any pressing questions, and set you up for success.

Month 1 - Set Your Trajectory: Assessing where you are financially and where you want to go by setting your life goals and beginning to buld your budget.

Month 2 -Purposeful Budget: Reviewing your average spending and fine-tuning your budget based on your values.

Month 3 - Setting Autopilot: Managing your debt, setting a savings plan, and automating your good decisions to help you stay on course.

Ongoing Support

Quarterly - Advising Meetings: 1-hour deep-dive meetings every three months to help you make better decisions and improve your financial success.

Monthly - Accountability Meetings: 20-minute meetings with your coach to review spending and help you stay accountable to your plan. (Optional)

Tasks & Reminders: Stay on track and accomplish goals with assigned tasks and reminders through our task-management software.

Track Progress: View consolidated reports of your holistic financial plan and see progress toward

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, nor 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.

Financial Launch was developed by Joshua Escalante Troesh, a Tenured Professor and Certified Financial Planner (CFP). Josh has over two decades’ experience guiding people to financial success. The Financial Launch program has been tested and proven through working with hundreds of individuals and families.

Josh was ranked the #1 financial advisor nationally by Investopedia Advisor Insights* and has been quoted in dozens of media including Forbes, The Wall Street Journal, Consumer Reports, CNBC, and other media.