Build Your Financial Foundation Through Real Practice
Our learning program isn't about theory or lectures. We focus on hands-on exercises with actual budgeting tools and investment scenarios. You'll work through real situations people face when managing money—because reading about compound interest is different from calculating it for your own situation.
Schedule a CallThree Years of Teaching Budget Management
We started these workshops in 2022 after noticing that most people weren't struggling with complex investments—they needed help with basics. Tracking expenses. Setting realistic goals. Understanding what "diversification" actually means.
What surprised us most? People often tell us the budgeting spreadsheet templates mattered more than the investment discussions. Sometimes the simplest tools make the biggest difference in daily money management.
What You'll Actually Learn
Here's what our program covers compared to typical financial courses. We focus less on investment strategies and more on practical money management skills you can start using right away.
Insights From Our Teaching Team
The people running these sessions have been working in financial education for years. They've written about budgeting, taught workshops across BC, and helped hundreds of people figure out their money situations. Here's what they've been thinking about lately.
Why Most Budgets Fail in Month Two
The problem isn't discipline. It's that people create budgets that don't match how they actually spend money. I've seen this pattern for eight years now, and the fix is simpler than you'd think.
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Starting to Invest With Less Than $1,000
You don't need thousands saved up to start. But you do need to understand fees, account types, and realistic expectations. Here's what actually matters when you're beginning with a small amount.
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The Emergency Fund Question Nobody Asks
Everyone talks about saving three to six months of expenses. But which expenses? And what counts as an emergency? The answers change how much you actually need to save.
Read full articleHow the Program Works
We run sessions throughout the year with small groups. The next full program starts in September 2025, with registration opening in June. Here's what the typical path looks like from inquiry to completion.
Initial Conversation
Schedule a quick call to discuss your current situation and what you're hoping to learn. We'll explain the format and answer your questions.
June 2025Registration Opens
Reserve your spot in the autumn program. Groups are limited to 15 people, and sessions fill up about three weeks before start date.
July 2025Program Sessions
Eight weekly sessions covering budgeting fundamentals, investment basics, and debt strategies. Each session includes practice exercises and take-home materials.
Sept–Oct 2025Follow-Up Support
Access to monthly check-in sessions and our online resource library. Many participants join these for six months after completing the program.
Nov 2025+