Children’s Mercy has been LaunchEd

What is LaunchEd?

For HR teams, executives, and employees seeking clarity and confidence in their financial future, LaunchEd by Legacy is a dynamic financial education program that empowers individuals, from employees to executives, at every career stage with actionable knowledge, personalized guidance, and proven tools. Unlike generic workplace programs, LaunchEd combines Legacy Financial Strategies’ expert CFP® professionals with a tailored approach to financial literacy, equipping participants to make informed decisions and drive long-term success—both personally and professionally.
Flexible Delivery, Personalized Support

LaunchEd delivers financial education with a flexible, tailored approach designed to meet the unique needs of your workforce:

Interactive Group Sessions

Expert-led workshops on topics like retirement planning, tax strategies, and annual enrollment benefits, conducted in-person or virtually. These sessions can take the form of traditional workshops, informal Morning Coffee gatherings, or Lunch & Earn events, where coffee or lunch is provided on-site.

Discounted Financial Planning Services

Employees at LaunchEd companies receive exclusive discounts on comprehensive financial planning services. In addition, many organizations choose to further subsidize these fees as an added benefit, providing employees with access to expert guidance at a reduced cost.

Objectivity

As fee-only fiduciary advisors, our experts prioritize education and guidance, offering unbiased support without selling products or investment vehicles.

Comprehensive Financial Education for Your Workforce

Our CFP® practitioners guide participants through a range of essential financial topics, tailored to meet the unique needs of employees at every career stage and your organization’s goals.

  • General 401(k) Education and Investment Selection
  • Pre-tax vs. Roth IRA and Retirement Planning Strategies
  • Annual Enrollment Benefits Reviews (Including Health and Wellness Options)
  • Tax Savings Strategies, Including HSAs, FSAs, and Deferred Compensation Plans
  • Social Security, Medicare, and Estate Planning Guidance
  • Advanced Executive Compensation: Stock Options, RSUs, and Deferred Compensation

Every session is designed to provide actionable insights that empower employees to make confident financial decisions.

View the FAQ’s Under Two Video Series

View Other Frequently Asked Questions

Request a Free Consultation

Visit Our Blog

Children’s Mercy has partnered with Legacy Financial Strategies to provide streamlined access to timely information in the form of both live and recorded webinars. Tailored to meet the needs of CMH employees, these events are accessible when and where you’d like to view them and always include a Q&A period with CERTIFIED FINANCIAL PLANNER® professionals.

View LaunchEd Live Video Page

Your Personal Financial Website

All Futureproofed employees have free access to their own eMoney portal. This site allows you to create your own financial headquarters and begin mapping out your journey toward any financial goal.

Request Access

How to Take Full Advantage of the LaunchEd Benefit at Children’s Mercy

A CERTIFIED FINANCIAL PLANNER® professional can profoundly impact an individual’s financial life by offering tailored advice and strategies that align with their specific goals and circumstances. In addition to the education we provide Children’s Mercy employees around their benefits, retirement plan, and general financial planning, we can also offer more personalized advice.
 
For those employees who find they need custom-tailored financial planning that is more in-depth than the information provided to the general employee population, we’re proud to offer these services at discounted rates due to your affiliation with Children’s Mercy.
 
For details and pricing, please click HERE

Meet with someone from the Children’s Mercy LaunchEd team:

David Dwyer
David Dwyer

CFP®, AAMS®, APMA®, CRPC®

Request a meeting

Learn More About David

Jacob Watts
Jacob Watts

CFP®, CRPC®, APMA®

Request a meeting

Learn More About Jacob

Michelle Pace
Michelle Green

Associate Advisor

Request a Meeting

Learn More About Michelle

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Additional Discounted Services

Financial Planning Services

LOW COMPLEXITYMODERATE COMPLEXITYHIGH COMPLEXITY
IncomeLess than $100,000Between $100,000
and $200,000		More than $200,000
Net WorthLess than $100,000Between $100,000
and $1,000,000		More than $1,000,000
Investable AssetsLess than $100,000Between $100,000
and $500,000		More than $500,000
Annual Financial Planning Fee$2,000$3,600$4,800
Benefit (Cost) Paid by Employer($0)($0)($0)
Relationship Discount(-50%)(-50%)(-50%)
Annual Employee Fee$1,000$1,800$2,400

*Fees above waived for Asset Management clients reaching firm minimum and paying per schedule below

Asset Management Services

DISCRETIONARY INVESTMENT MANAGEMENT (TIERED ANNUAL FEE SCHEDULE)
$0 to $250,0001.75%(-.50%) 1.25%
$250,000 to $750,0001.25%(-.25%) 1.00%
$750,000 to $2,500,0001%(-.25%) .75%
$2,500,000 and up.75%(-.25%) .50%