Member Testimonials

How Launch has helped other coaches be successful.

Uncut & unedited testimonials from Launch Members


Altagracia Felix

Certified Money Coach,
Certified Sistership Circle Facilitator, 
Certified in Psychological First Aid

 Alta specializes in helping women heal their relationships with themselves, others, and money after Abuse. Alta takes a holistic approach by combining spirituality, community, and practical financial support through 1-1 coaching and women's circles to help her clients transform their lives.

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Sarah Roller

Sarah Roller Financial Coaching

Sarah Roller is a Financial Coach for Millennial women who are looking to better understand their finances, and how to use their money in a way that best serves them, both for today and for the future.


Myra Alport - AFC® Candidate

Myra Alport Money Coach, LLC

Myra inspires women who have gone through a mid-life divorce to rebuild their financial lives so they can achieve financial clarity and confidence. The last 20+ years in the financial services industry have opened a window into the struggles women face regarding money and she's delighted to be their partner in the process!.


Jason Sandmann – Owner/Coach at Out of the Weeds

Jason is a former restaurant industry professional turned financial coach. Our mission at Out of the Weeds is to transform the industry from the inside out by assisting our clients in creating a budget that works for their lifestyle, building a solid financial foundation and setting/achieving goals.


Emily Blain: Premarital Financial Coach

Dream Big Financial

Emily Blain is a premarital financial coach who helps engaged couples talk about money without fighting. By building that solid foundation, couples strengthen their relationship and move forward together with the skills to avoid future conflict (at least about money!).


Chee Chaw - Dave Ramsey FCMT®

Chee helps young families take control of their finance so they can have options. He wants to help them thrive as a single income family so that a parent can work part time or leave their job to spend more time with their young family, retire earlier than expected, or give up their 9-5 job to pursue their passion.


Elana Feinsmith - CFP®, CRPS®, Certificate in Financial Life Planning

Oak Financial Coaching

Elana had her CFP® for over 2 decades before leaving her full-time career path to be a mom. After going back to school to earn a certificate in financial life planning in 2019 and learning about financial psychology, she decided "I have enough learning, now's the time!" and started financial coaching in 2020.


Catalina Laschon – AFC® Candidate

Catalina is a Career and Financial Coach who primarily works with first-generation Millennial women who aim to better organize their finances and purchase their first home, as a first step to feeling more grounded and confident that they can reach financial independence.

FCN Launch Includes:

What You Need to Know

Videos and resources explaining step-by-step guides on the key actions to take to launch and build a successful business.

What You Need To Do

Monthly "Home(office)work", checklists, Mastermind agendas, worksheets, and other resources to keep you on track to building your coaching business.

Sales Website

Your custom website strategically designed to convert prospects to sales meetings. Your branding and your own custom URL.

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Knowledge Center

Searchable resources on advanced financial planning topics to battle imposter syndrome and help your clients. (Learn More)

Payment Processor

A compliant payment processor designed for financial professionals. Automatically get paid for one-time or recurring invoices with a single client approval.

Community & Mastermind

Support and accountability from other coaches working on the exact thing you are in launching their business.

Guided Practice

Open office hours with Garrett and Josh and videos of Josh guiding Garrett through the same journey for Garrett's own coaching business, Be Awesome/Not Broke.


Successfully launch your coaching business and begin guiding people to financial freedom.
Make your passion your profession!

Register to get access to Launch and begin your journey toward building a full-time coaching business!
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  • A proven step-by-step process for successfully Launching and growing a coaching business and gaining clients
  • Ongoing support and resources to help you build to a consistent part-time income.
  • The FCN Tech stack (free) including:
    A custom website strategically and scientifically designed specifically to convert prospects to sales meetings.
    A payment processor specifically designed for financial professionals with killer features.
  • Regular open office hours with Garrett & Josh and consulting videos to see others guided through the process.
  • Access to a Knowledge Center of advanced Personal Finance topics to better serve clients and fight imposter syndrome.

Phase 1

Start with a sprint: A four-month intensive launch program designed to give you everything you need to successfully launch your coaching business. We call it the minimally viable business, but it's much more than the name implies. In just Phase 1 you'll accomplish:

  • Month 1 - You'll create a complete strategic plan for your business including:
    • Developing purpose and goals that actually drive strategic decisions
    • Determining and researching a strategic niche that can drive business decisions
    • Writing your strategic value proposition and your sales pitch
  • Month 2 - You'll develop compelling pricing and a unique coaching service specifically tailored to the needs of your strategic niche.
  • Month 3 - All about gaining clients including creating your sales conversion website, converting prospects to clients, and overcoming barriers in sales meetings.
  • Month 4 - You'll get a step-by-step plan for a successful launch including a proven two-week launch marketing plan, setting up and legitimizing your business, and the activities to do to make sales happen.

Phase 2

Months 5-12: Devoted to helping you gain clients and better serving the clients you're bringing in. You'll dive deeper into your financial coaching process, making it a unique experience designed specifically for the needs of your ideal client. 

Phase 3

Ongoing Support: Further develop your minimally viable business with deeper dives into marketing, sales, operations, and more. Providing ongoing resources and assistance to help you continue to grow toward a consistent part-time income. Phase 3 ends when you have the coaching revenue to invest in FCN Grow and build toward a full-time income from coaching.


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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.

  • Former C-Level Vice President of Marketing & Business Development for a credit union
    • (Achieved top 0.5% of all CUs nationally for membership and loan growth)
  • Helped over a thousand entrepreneurs build and grow their businesses.
    • And has owned numerous businesses himself
  • Quoted in Forbes, Consumer Reports, CNBC, and US News & World Report
  • #1 ranked financial advisor nationally on Investopedia Advisor Insights.* 
  • Runs a financial planning nonprofit that provides resources to a quarter million people each year.

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.

  • Wrote the authoritative guide to Financial Coaching for (#1 financial & investment industry blog).
  • Regularly quoted by media on the subject of financial coaching and the financial coaching industry.





* Investopedia ranking based upon helpfulness of advisor answers as voted by the Investopedia audience. Investment returns and other factors were not considered.

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