A Proven Process Developed by a Tenured Professor & CFP

The coaching program was developed by Joshua Escalante Troesh, a Tenured Professor of Business and Certified Financial Planner. He has helped thousands of individuals and families achieve their financial goals and manage their finances more effectively. Josh has been quoted in Forbes, Consumer Reports, CNBC, US News & World Report, & many other media and is a sought-after speaker on personal finance & entrepreneurship.

Two Options To Meet Your Needs: Launch & Financial Coaching

Launch is a self-directed program designed to provide you with the tools and guidance necessary to build your own financial plan. Financial Coaching provides more hands-on guidance on achieving your financial goals including multiple financial planning meetings each year to help you on your journey.

Included in both

Both Financial Launch and Financial Coaching offer a suite of services to help you manage your finances.

  • A proven jump-start to your finances

  • Monthly webinars & online classes on foundational to advanced financial topics

  • Access to a sophisticated financial planning platform to:

    • Understand your spending

    • Track your net worth

    • Plan debt payoff

    • See bank and investment accounts in one place

    • And more

  • Monthly task lists and challenges to guide you in making progress

  • Email assistance for your questions

  • Advice with no commissioned financial product sales

Financial Launch

Self-Directed & Lower-Cost

You’ll begin Launch with a quick onboarding meeting to set yourself up in the financial planning platform and gain a greater understanding of your finances. You’ll also go through a guided financial planning webinar series to help you build an initial financial foundation plan including building and optimizing a budget, setting a plan to manage debt, and saving for your future.

At the six-month mark you’ll sit down virtually with your financial coach for your first financial planning session and receive guidance and recommendations to improve your financial plan. You’ll leave the meeting with actionable steps you can take to move your personal financial plan forward. From there you’ll meet with your coach every six months, alternating between a 30-minute check-in session and a 1-hour planning meeting.

Fee: $35 per month with no up-front fee.

Financial Coaching

Regular Personalized Help

Coaching begins with a series of meetings with your financial coach to build an initial financial plan to achieve your goals.

Then, you and your coach will have quarterly planning meetings to guide you in continual progress on your finances including:

  • Setting & achieving new financial goals

  • Reviewing and optimizing your cash flow and budget

  • Improving income through career planning and mentoring

  • Keeping long-term goals like retirement in view

  • Reviewing and improving your credit report

Fee: $700 initial plan fee plus $150 per month.

Free Coaching Call

If you are interested in receiving personal coaching on achieving your goals, please contact us to schedule a free half-hour coaching call.

During the call we will talk about your goals and begin to discuss a plan for how you can achieve them.