What launch day actually looks like.
If you buy a seat before launch, you're buying access to something that isn't public yet. Here's precisely when you get in, what happens first, and what ships on day one — so there are no surprises.
- Fully refundable any time before the September 1, 2026 launch, then a 30-day money-back guarantee. Refund policy
- Payment handled by Stripe — we never see or store your card number.
- Bank connections run through Plaid; we never see your bank login. See security and privacy.
The timeline
- Today
You buy a seat
Stripe confirms the purchase and emails a receipt. Your seat is reserved to your email address — no app access yet, because the app isn't public yet.
- Within 24 hours
Welcome email + founding roll
You get a welcome email confirming your tier, your locked price, and your place on the founding roll. Reply to it any time with questions — a person answers.
- One week before launch
Early access opens
Founding Members and All-Access buyers get in before the public. You'll get a link to set your password and start onboarding.
- September 1, 2026
Public launch
Boss Finances opens to everyone at standard pricing. Your lifetime access and locked price are already active — nothing to renew, nothing to claim.
- After launch
Founding perks roll out
Founding badge on your profile, quarterly AMAs with Trevor James, 2x weight on product voting, and swag kits ship to US addresses.
Your first 15 minutes
Onboarding is short on purpose. You'll have a plan on the screen the same day you sign in.
- 1Set your password and confirm your email (2 minutes).
- 2Tell us your starting point — income cadence, goals, and which pillar hurts most.
- 3Link your bank through Plaid, or start manually and link later. We never see your bank login.
- 4Boss Money AI reads your first 30–90 days of transactions and writes your opening plan.
- 5You get your first weekly check-in seven days later.
Day one vs. later
We'd rather under-promise than have you find an empty screen. Everything on the left works on September 1, 2026. Everything on the right is labeled "coming soon" everywhere it appears on the site — and it's included at no extra cost when it ships.
Working at launch
- Boss Money AI coaching across all six pillars
- Bank linking and automatic transaction categorization
- Budget and cash-flow forecasting
- Credit factor breakdown and score tracking
- Debt payoff plans (avalanche vs. snowball) with what-ifs
- Savings and down-payment goal tracking
- Dispute letter drafting for reporting errors
- Weekly check-ins and action recommendations
Coming after launch
- Down-payment program matcher (FHA, VA, USDA, state DPA)
- Automated transfers and paycheck allocation rules
- High-yield account matching
- APR-reduction negotiation playbook
- Beneficiaries audit, term-life calculator, and will basics
Still deciding? Start free on the waitlist.
The waitlist costs nothing and holds your place for launch. Founding seats are for people who want lifetime access at $299 — or every Boss product for life at $699.
Questions before you buy? Contact us