Budget Mastery Starts Here

Our structured courses help you build real financial confidence through practical skills. No overnight miracles — just proven methods that work when you put in the effort.

Find Your Perfect Starting Point

Everyone's financial situation is different. We've designed a simple path to help you identify which course fits your current needs and goals.

  • Never tracked expenses before? Start with Budget Foundations
  • Have basic budgeting but struggle with debt? Consider Debt Strategy
  • Ready to plan long-term? Advanced Planning might be your match
  • Need help with business finances? Check our Business Budget track
  • Want investment basics? Our Savings & Investment course covers that

Step-by-Step Learning Approach

Each course follows a structured methodology that builds skills gradually. Here's how we break down complex financial concepts into manageable steps.

1

Assessment & Goal Setting

We start by understanding where you are financially. No judgment — just honest evaluation of your current situation and realistic goal-setting based on your circumstances.

2

Core System Implementation

Learn the fundamental tools and methods that form your financial foundation. We focus on systems that you can maintain long-term, not complicated spreadsheets you'll abandon.

3

Practical Application

Apply what you've learned to real scenarios. Work through examples, practice with your actual numbers, and get comfortable with the process before moving forward.

4

Refinement & Optimization

Fine-tune your approach based on what works for your lifestyle. We help you identify what's sustainable and what needs adjustment for long-term success.

5

Ongoing Support Framework

Build habits and systems that support continued growth. Learn how to adapt your financial plan as your life circumstances change over time.

Caspian Redfield

Financial Education Coordinator

Fifteen years helping people build practical money management skills. I believe in teaching methods that actually work in real life, not just on paper.

2025-2026 Course Schedule

Our upcoming sessions are designed for small groups to ensure personalized attention. Each course runs for 8-12 weeks with practical homework between sessions.

September 2025

Budget Foundations Intensive

Perfect for beginners who want to establish solid financial tracking habits. We cover expense tracking, basic budgeting methods, and emergency fund planning.

8 weeks Small groups Practical tools
November 2025

Debt Strategy & Planning

Focus on creating realistic debt payoff plans and preventing future debt accumulation. We work with your actual numbers to build sustainable approaches.

10 weeks Individual planning Action-oriented
February 2026

Advanced Financial Planning

For those ready to tackle longer-term financial goals. We cover investment basics, retirement planning, and major purchase planning.

12 weeks Long-term focus Goal-based
May 2026

Business Budget Essentials

Designed for small business owners and freelancers who need to separate business and personal finances effectively. Covers cash flow management and basic business accounting.

Business-focused Cash flow Tax preparation