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LAUNCH

Ongoing personal financial life coaching to help you build a strong financial foundation.


Best for people just getting started (or restarted) on their financial journey, and who are looking to develop excellent  financial habits.

You dream of owning your first property – your own home! But right now you’re juggling multiple priorities and trying to stay on top of all your bills.  Financial Life Coaching can help you figure it all out. You’ll work with your coach  to:





You dream of owning your first property – your own home! But right now you’re juggling multiple priorities and trying to stay on top of all your bills.  Financial Life Coaching can help you figure it all out. You’ll work with your coach  to:

  • Reduce financial stress
  • Make a spending plan that aligns with your values and goals
  • Build emergency savings
  • Tackle debt and student loans
  • Develop a strategy for your 401K
  • Maximize your employee benefits for your situation
  • Save for important goals like a wedding or home down payment


Check in with your financial life coach for coaching calls quarterly, which gives you time to work on your action steps. Need her in between? Access to your CFP® on weekly answer line hours or send questions by email.

Simple Low Monthly Fee 

Our LAUNCH plan is just $50 per month. 

Upfront Planning Fee for the LAUNCH program begins at $0 (possible, say, if you just got your first job) but it may be higher, depending on complexity and needs of the client. Some customers with complex situations may pay an upfront planning fee.