Take Control of Your Finances

Launch provides you with a proven step-by-step process for taking command of your money.

Phase 1 – Take Control | Phase 2 – Expand Your Knowledge | Phase 3 – Maintain Your Success

A Proven System

Launch is a proven system for helping you be more successful with money through a guided process that builds your foundation with money, monthly emails with checklists so you know exactly what to do, and a searchable database of personal finance strategies and education.

Launch Your Finances

If you want more guidance with personalized 1-on-1 financial coaching, schedule a no-cost no-obligation Discovery Call with Purposeful Strategic Partners. Schedule a call here.

Phase 1: The 1st Four Months

Launch begins by setting your foundation for financial success then helps you take control of your finances and begin planning for your future.

You’ll gain a greater understanding of your spending, assets, and debt; how your finances stack up against key benchmarks; how to use the platform’s tools to measure progress toward your success; and how to create plan to achieve your goals.

Month 1

Month 2

Organizing Your Finances and Understanding Your Relationship With Money

Launch begins with an introduction to the tools and mindset you will use to change the trajectory of your financial future. You will learn to organize your finances & track your success, understand money & your relationship with money, set up your profile in the Launch Financial Planning Platform.

Assessing Where You Are and Where You Want to Be

You’ll then look at your entire financial picture across all of your accounts. And you’ll begin to set goals for the future you want to head toward. You will learn to identify the life you want, both for now and in the future, focus on major life goals and establish priorities so your future goals aren't sidetracked.

Month 3

Month 4

Your Purposeful Budget

You’ll build a budget that aligns your finances with your values, priorities, and purpose – one which funds your goals, your lifestyle, and your future. You will learn how to fund your priorities with your current lifestyle, defund things you don’t care about, fund major goals such as retirement, family vacations, or buying a home and create a realistic plan aligned with your goals & values.

Managing Debt & Automating Finances

With a proper budget in place, we’ll shift to managing your debt and automating your good decisions to help ensure you stay on course. And finally you will learn to identify the good and all the bad debt in your life, develop a debt strategy, set up checking account automations and make funding your plan and your future automatic.

Phase 2: The Next 8 Months

Over the course of the rest of your first year, you’ll go through the major topics needed.

You’ll receive checklists and education on:

Taxes

Planning your tax strategy and managing tax liability.

Liability Insurance

Protecting your growing assets without being overcharged by insurance companies.

Credit

Understanding the credit system and the factors and strategies that influence your score.

Financial Advisors

Setting up investment accounts, finding good advisors, and avoiding commissioned sales reps posing as advisors.

Housing & Mortgage

Making better decisions with the biggest expense in your budget and support around buying a home.

Career Planning

Improving your income – because you can’t budget your way to wealth.

Health, Disability, & Long-Term Care Insurance

Protecting your physical and financial health.

Life Insurance

Protecting those you may leave behind and avoiding questionable or predatory insurance practices.

Retirement Planning

Understanding Social Security, 401(k) and IRA accounts, Roth vs. Traditional, and other key retirement factors

Investing Fundamentals

A foundational exploration of investing emphasizing strategies proven by academic research.

ETFs & Mutual Funds

Utilizing funds to implement an Asset Class Investing strategy and how to choose the right funds.

Estate Planning

Preparing to live your legacy and avoiding leaving your family with a mess.

Phase 3: Maintaining Course

Once you’ve completed the foundational components of Launch you’ll continue receiving monthly checklists to help you stay on course and continue to build wealth. And you’ll have access to a searchable database of advanced financial planning topics to provide you guidance on the topics you need when you need them.

Each month will be focused on the key actions you need to take to improve your financial success. You’ll receive guidance and actions steps when they will make the biggest impact on your finances such as:

January: Realigning your budget to your current annual goals
March: Tax minimization strategies
November: Maximizing workplace benefits during open enrollment

Financial Launch is a Proven Program

Launch was developed by Joshua Escalante Troesh, CFP | MBA through working with thousands of clients and students over a 2+ decade career of working with people on their finances as a professor and as a financial advisor. It has been developed and modified over time to increase success of those who go through the program and maximize the positive impact on participants.

The Launch program has proven successful with hundreds of Joshua’s clients and students of all ages and financial situations.