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Launch Financial Planning

Setting YOUR plans in motion

Setting YOUR plans in motionSetting YOUR plans in motionSetting YOUR plans in motion

What you can expect.

Processes

Determine

Determine

Determine

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Determine your current financial situation

Develop

Determine

Determine

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Help you develop your financial goals

Identify

Determine

Identify

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Identify alternative courses of action 

Evaluate

Evaluate

Identify

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Evaluate alternatives and associated risks

Create

Evaluate

Monitor

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Create and implement a financial action plan

Monitor

Evaluate

Monitor

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Reevaluate and revise the plan as needed

Fees

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Launch Financial Planning is proud to be a Fee-Only financial advisor.

As a Fee-Only firm, we provide our clients with an important assurance that we will act in their best interests and provide holistic financial planning and advising. 

Here’s how we’re different: 


Most financial advisors are compensated partly or entirely through sales commissions paid to them by mutual fund companies, insurance manufacturers, and other product providers. What’s more, they are legally allowed to consider their own potential compensation when recommending a product. This creates the ongoing potential for conflict of interest, in which an advisor may be tempted to favor his/her own interests above those of the clients. 


We are compensated through pre-agreed fees, paid only by our client, that are never impacted by the recommendations we provide. This enables us to provide purely objective advice and guidance. 


Fee-only advisors comprise a small minority of advisors. We are not to be confused with fee-based advisors, who may be compensated through fees as well as sales commissions. Please reach out with any questions about this important difference. 


Launch Financial Planning, LLC

2 Dundee Park, Suite 303-B, Andover, MA 01810

+1 978 245 2424

Copyright © 2021 Launch Financial Planning - All Rights Reserved.

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