Knowledge and Confidence
to Start Your Financial Journey


The Launch program is targeted towards younger investors (< 40) who are building their wealth. This is an offering for investors who want to build retirement savings (IRA, Roth IRA, SEP IRA). It is also appropriate for investors who want to open a general investment account to pursue financial independence or other life goals.

The Details

No Investment Minimums

Get started with as little as $10 with the ability to set up recurring contributions (e.g. from your checking account).

Portfolios Managed by Betterment

Direct access to easy-to-use portfolio management platform—focused on meeting your financial goals.

Guidance from RRP Advisers

Annual meeting to review your progress and answer your questions.

Help securing life and/or disability insurance by Massachusetts licensed life-insurance producers, if needed.

Financial Education and Resources

Access to the Launch Tool Kit.


Total annual fees to join the Launch Program are 1% of your invested assets.

Launch Your Future

When opening your Betterment account, you will be asked to select one goal from the following list of three. After opening an account that supports your chosen goal, you will have the option to add additional goals and/or accounts.