Build Real Financial Skills That Actually Stick

Most people know they should budget better. Or save more. But knowing and doing are completely different things.

Our program focuses on the doing part—practical exercises that change how you interact with money every single day. No lectures about compound interest formulas. Just real strategies that work when life gets messy.

We designed this for people who've tried budgeting apps and given up. Who understand the theory but struggle with follow-through. Who want to feel genuinely confident about their financial decisions instead of anxious.

Participants working through financial planning exercises in collaborative workshop setting

How We Actually Teach This Stuff

Financial discipline isn't about willpower—it's about systems. We help you build routines that make smart money decisions feel automatic instead of exhausting.

Start With What's Broken

Everyone's financial situation is different. Some people overspend on takeaways. Others have five subscriptions they forgot about. We begin by identifying your specific patterns—not judging them, just understanding them.

You'll track spending for two weeks. Not forever. Just enough to see where money actually goes versus where you think it goes. The gap is usually revealing.

  • Identify unconscious spending triggers
  • Spot recurring expenses that don't add value
  • Understand emotional spending patterns

Build Simple Systems

Complicated budgets fail. We create straightforward frameworks that work with your life, not against it.

Maybe it's automating savings the day salary hits your account. Or setting up separate accounts for fixed expenses versus variable spending. Small structural changes that remove decision fatigue.

  • Automate recurring financial decisions
  • Create spending boundaries that feel manageable
  • Design accountability checkpoints
  • Set up early warning systems for overspending

Practice Under Pressure

The real test isn't when everything's calm—it's when your car needs urgent repairs or a friend invites you on an expensive trip.

We simulate these scenarios. You'll make financial decisions in realistic situations where there's no perfect answer. Just trade-offs. Learning to navigate those trade-offs without panic is the actual skill.

  • Navigate unexpected expense scenarios
  • Balance competing financial priorities
  • Make quick decisions within your system

What You'll Work Through Over Three Months

1

Foundation Month

We strip away the confusion and build your baseline understanding. You'll learn why you make the money decisions you do, and start testing different approaches to see what fits.

Core Focus Areas:

  • Mapping current financial reality without judgment
  • Understanding psychological spending triggers
  • Creating your first functional budget framework
  • Setting up tracking systems that don't feel tedious
  • Building initial savings automation
2

Implementation Month

Theory meets reality. You'll encounter obstacles—because everyone does—and learn to adjust without abandoning the whole system. This is where discipline actually develops.

Core Focus Areas:

  • Handling budget disruptions and unexpected expenses
  • Refining systems based on real-world friction
  • Developing debt reduction strategies
  • Creating emergency fund foundations
  • Making values-aligned spending decisions
3

Sustainability Month

The habits are forming, but they're not automatic yet. We focus on making these practices stick long after the program ends. You'll build contingency plans for when motivation fades.

Core Focus Areas:

  • Setting medium-term financial goals
  • Creating accountability structures that work
  • Developing investment awareness and planning
  • Building resilience against lifestyle inflation
  • Establishing quarterly review routines
Financial planning materials and worksheets spread across desk during practical learning session
12 Weekly Sessions
36 Practice Exercises
90 Total Days
24 Support Hours

Next Program Starts July 2026

Program Timeline

Enrollment Opens March 2026
Program Duration 12 Weeks
Session Format Weekly 2-Hour Workshops
Group Size Limited to 18 Participants

What You'll Need

Commitment to attend weekly sessions
Willingness to track expenses honestly
Openness to examining financial habits
Basic banking access for automation
Ability to complete weekly exercises
Readiness for practical change

Spaces fill quickly because we keep groups small. If you're tired of knowing what you should do but not actually doing it, this might help.

Reserve Your Spot

Questions about whether this program fits your situation? Let's talk.