# Liftoff Financial Planning

Liftoff Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** liftoffplanning.com

## Regulatory record

- **CRD number:** 298978
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298978

## About

Liftoff Financial Planning provides virtual financial planning and personalized financial advice focused on clients' best interest. They work to align finances with future goals, secure lifestyle when life happens, and help retirement fulfill needs and dreams. They emphasize simplicity and transparency and do not receive commissions. Headquartered in Idaho, they serve clients nationwide by phone and virtual meeting.

## People

- David Gorham — Founder

## Questions

### Who is the founder or principal of Liftoff Financial Planning?

No named founder or principal is publicly disclosed. The firm's leadership is not identified on its website or in public records.

### What services does Liftoff Financial Planning provide?

Liftoff Financial Planning operates as a registered investment advisor offering financial planning services. Specific service lines beyond general advisory are not detailed publicly.

### What is the AUM of Liftoff Financial Planning?

The firm's AUM is not publicly disclosed. No estimate is available from public sources or Altss research.

### Does Liftoff Financial Planning invest in direct deals or fund commitments?

The firm's investment approach — direct deals, fund-of-funds, or otherwise — is not documented in public records. No known deal participation has been reported.

### Where is Liftoff Financial Planning headquartered?

The firm's headquarters location is not publicly listed. No city or country is confirmed in accessible sources.

### What sectors does Liftoff Financial Planning focus on?

No sector focus is publicly stated. The firm does not disclose a preferred investment sector or thematic strategy.

## Related profiles

- [Sunridge Partners (UK) LLP](https://altss.com/profile/sunridge-partners-uk-llp)
- [Topline Capital Management, LLC](https://altss.com/profile/topline-capital-management-llc)

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Last updated: 2026-08-11T15:07:19.634Z

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