How to get the most out of your LAUNCH client journey:
Initial Financial Assessment
Quarterly Financial Life Coaching
Connecting Between Meetings
We believe that face-to-face collaboration through Zoom or in-person meetings helps you make the most progress in your financial journey. However, we understand that life happens and sometimes you'll want to connect between meetings. Here are some ways to get in touch with us.
- Book a quarterly meeting for LAUNCH clients.
- Drop by office hours for group coaching.
- Send us an email. We strive to answer emails within a few business days.
Use Right Capital for budgeting and expense tracking
Your financial planning portal has an easy-to-use features for tracking and categorizing expenses, as well as developing a realistic spending plan. We invite LAUNCH clients to use some of their coaching time to set up an effective personal money management system.
See Form ADV.