Build Your Financial Planning Skills From Scratch
Most people struggle with calendar-based financial planning because nobody teaches them the actual mechanics. Our program breaks down these systems into digestible parts you can actually understand and apply.
We're not promising overnight transformations or guaranteed wealth building. Instead, think of this as structured learning that helps you manage money more intentionally throughout the year. Some participants notice changes within months, others take longer – depends on where you're starting from.
Our next cohort kicks off in September 2025, running through February 2026. That gives you enough time to experience a full financial quarter cycle and see how planning ahead actually works in practice.
Common Hurdles We Help You Navigate
Based on feedback from hundreds of past participants, these are the obstacles that keep coming up – and how we tackle them together.
Inconsistent Tracking Habits
You start strong in January, then life gets busy and your budget spreadsheet sits untouched until tax time. We build in weekly check-ins that take under ten minutes and actually stick.
Weekly accountabilityIrregular Income Stress
Freelancers and seasonal workers face unique budgeting challenges when income fluctuates monthly. Our modules show you how to smooth out the peaks and valleys with buffer systems.
Buffer strategiesUnclear Financial Priorities
Should you pay down debt first or build emergency savings? Everyone's situation differs. We walk through decision frameworks tailored to your actual circumstances, not generic advice.
Personalized frameworksBill Payment Overwhelm
Different due dates, varying amounts, multiple accounts – it's easy to miss something important. You'll create a custom payment calendar that syncs with your actual cash flow patterns.
Payment mappingSavings Goal Vagueness
"Save more money" never works because it's too abstract. We help you set specific targets tied to calendar dates, making progress visible and motivation easier to maintain.
Concrete milestonesEmergency Fund Confusion
How much is enough? Where should you keep it? When do you actually use it? These questions trip up even experienced budgeters. Our troubleshooting guides clarify the confusion.
Clear guidelinesPerspectives From Program Graduates
Vesper Calloway
Completed November 2024 cohort
After three months, I stopped living paycheck to paycheck. Not because I suddenly earned more, but because I could finally see my money moving through the calendar. That visibility changed everything for me.
Rune Bardwell
Completed March 2025 cohort
The weekly check-ins felt annoying at first, but now they're automatic. Takes me seven minutes every Sunday morning and I know exactly where I stand financially. Worth every hour I spent learning the system.
Clove Ashford
Completed January 2025 cohort
My income varies wildly month to month. This program taught me buffer strategies that actually work for contractors like me. I'm not constantly stressed about rent anymore, which feels huge.
September 2025 Cohort Opens Soon
Applications open in July. Program runs six months with optional ongoing support. If you're ready to stop guessing and start planning, get in touch below.
Send Us Your Questions