Your KNOWLEDGE CENTER for Successfully Coaching Clients

A searchable database of Personal Finance topics to help you battle imposter syndrome and better serve your clients.
(Included as part of Launch and other memberships)

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Get the Knowledge Center (pay yearly)

Battle Imposter Syndrome

Feel confident in your ability to serve clients knowing you can look up answers to key client questions and situations.

Serve Your Clients

Get answers for your client questions and check for implications to better serve your clients. Plus get warnings when you should refer to others.

Join Launch & Get the Center

Improve Client Referrals

Nothing makes a client want to refer you more than when you can solve their problem. And even just knowing the client needs another professional solves their problem.


The Knowledge Center presents everything with an honest assessment of the positives and negatives so you can better see both sides when guiding your clients.

Knowledge Center DETAILS:

The Knowledge Center covers everything personal finance from overviews to advanced topics. Developed by Joshua Escalante Troesh over more than 20 years of financial industry experience and teaching Personal Finance. A bit about him:

  • Tenured Professor of Personal Finance and Entrepreneurship
  • Written Personal Finance curriculum adopted by multiple colleges and approved by the Cal State University Chancellor's office to fulfill General Education requirements .
  • Certified Financial Planner (CFP)
  • Ranked* #1 Financial Advisor nationally by Investopedia Advisor Insights.
  • 20 years of financial industry experience including:
    • Credit Union C-Level Vice President of Marketing & Business Development.
    • Director of one of the first independent investment research companies.
  • Founder of Purposeful Finance, a nonprofit serving a quarter million people each year.
  • Featured in numerous media including Forbes, Consumer Reports, CNBC, and US News & World Report.

Topics Covered:

The Knowledge Center is designed to be your one-stop for information on serving your clients. New resources are added based on requests from members.

Main Sections

  • Budgeting & Cashflow
  • Debt & Credit Management
  • Major Expenses (Housing, Cars, Etc.)
  • Coaching Process
  • Economics & Society

Warning Sections

Warning sections are those where topics might enter areas of heightened liability or may require licensing. The resources are often there to help you understand where the line for coaching is, how coaching integrates with the work of other professionals, and when to refer clients to other professionals (like your doctor does).

  • Employment, Benefits & Entrepreneurship
  • Insurance & Risk Management
  • Funding College & Student Loans
  • Taxes
  • Investing Fundamentals
  • Retirement
  • Estate Planning

Note: Knowledge Center is included with a Launch Membership

*Ranking based on helpfulness of answers to audience questions as voted by the Investopedia audience. Investment returns and other factors were not considered.

I'm In


Josh Escalante-Troesh


Josh has over two-decades experience guiding entrepreneurs as a business consultant, Tenured Professor of Entrepreneurship and Personal Finance, and fiduciary financial advisor for business owners.

He has been a C-Level Vice President of Marketing & Business Development for a credit union and has owned numerous businesses himself. 

Garrett Philbin


Garrett built a successful financial coaching business, growing it to $80k+ revenue in the first five years, and is the founder of a community of thousands of aspiring and current financial coaches.

He regularly coaches financial coaches on starting their businesses, defining their coaching process, and showing up authentically in their work.

Get the Knowledge Center free as part of your Launch membership

Join Launch

Get the Knowledge

Center (pay monthly)

Get the Knowledge Center

Get the Knowledge

Center (pay yearly)

Get the Knowledge Center


How Do I Get the Knowledge Center (through Launch)?

Learn More About LAUNCH

Learn more about Launch and the benefits it provides, beyond the Knowledge Center, for growing your business.

Learn About Launch

Experience a SAMPLE

We've created a free mini-course so you can get a sense of what's included in the Knowledge Center. The mini-course includes a behind-the-scenes demo and 2 introductory videos.

You'll get a sneak peek at FCN's other products too!

FCN Free Preview