Video Replay: Purposeful Budgeting

 

Did you know that 68% of Americans have less than $1,000 in savings?

Financial coaching can help you beat that statistic, build savings, and take control of your finances. 

Explore Financial Coaching
FEATURED IN:
Build Your Savings, Manage Your Debt, and Finally

Take Control of Your Finances

Financial Launch offers the strategies, tools, and support you need to finally fix your money

  • Coaching, guidance, and advice from an assigned CFP® financial coach - no call centers.
  • Accountability partnership through 1-on-1 meetings, regular emails, and a to-do list with task reminders.
  • Done-for-you savings that takes the 401(k) model and applies it to the rest of your financial life.
  • Just-in-time financial education that provides information when you need it.
  • Advanced software that shows your entire financial picture, tracks your spending, and shows your progress in real-time.

Yes, It Really Is Possible!

The first step is to schedule a Discovery Meeting to answer your questions and discuss your major goals so you can make an informed decision on if moving forward is right for you.

Schedule a Discovery Meeting

What to Expect

MEETING 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

MEETING 2

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
MEETING 3

Purposeful Budget

Reviewing your average spending and fine-tuning your budget based on your values:

  • 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
MEETING 4

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
ONGOING MEETINGS

Advising & Accountability

Quarterly 1-hour coaching meetings address your changing financial life and plan out the next phase of your financial journey. And optional monthly 30-minute accountability sessions review cash flow, discuss your spending, and help keep you accountable. 

  • Monthly accountability meetings (optional)
  • 1st Quarter: Annual budget update & new goals for the year
  • 2nd Quarter: Reviewing progress on savings for your major goals.  
  • 3rd Quarter: Reviewing your debt, credit report, and liability insurances.
  • 4th Quarter: Year-end analysis including annual cash flow and net worth update.
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Learn More about Financial Launch

Financial Launch 
Is For You If...

  • You are drowning in debt
  • You don’t have enough in savings
  • You have financial goals that always feel just out of reach
  • You dream of living a more comfortable life
  • You want to feel better about money
Take The First Step