Everyone has a vision for their future. LAUNCH is designed to help you get there.
LAUNCH isn’t like any of Sachetta Callahan’s other services. It’s tailored to young professionals – people who are building their careers and making plans for the future but don’t yet have the minimum assets that are traditionally required to work with wealth managers. Whether you’re fresh out of school or have already claimed a corner office, LAUNCH helps you move to the next level. We offer a full range of consultation and planning services to meet your evolving financial needs.
How Launch Works
When you join the LAUNCH program, we’ll start by helping you identify and clarify your goals. From buying your first home to saving for retirement, it’s our mission to help you prepare for both the immediate and distant future. With your short- and long-term goals set, next we’ll help you start achieving them.
We do that by meeting you where you are. Every young professional’s relationship to money and financial planning is different. Some check their investment portfolios every day; others keep everything in their checking accounts. No matter where you fall on that spectrum, our guidance will help you design a budget and financial plans that serve your specific needs. LAUNCH members also receive credit-score evaluations and improvement plans, individual tax preparation services, access to financial education resources and in-person meetings with our financial advisors to discuss any topics that arise.
Because LAUNCH is designed to serve young professionals, making this program affordable was a top priority. Enrollment is just $100 per month plus 0.33% asset under management fee of whatever investment assets we manage.
You know what your ideal financial future looks like. Enrolling in LAUNCH helps you create the roadmap that leads you there, and you just might enjoy the journey.
Find Out More
Meet the Launch Program Coordinator:
Eric holds a bachelor’s degree in Corporate Finance & Accounting from Bentley University. He joined our team full-time in 2016, after working part-time throughout high school and college. Eric focuses on financial planning and client relationship management, and is currently studying for the CFP ® exam.
Eric grew up in Lynnfield, MA and now lives in Andover, MA with his wife Meghan and his son, Logan. He enjoys running, reading, sports and traveling the world. In fact, Eric and his family have seen a baseball game at every major league park in the country.