Financial Clarity Starts Here
Personal finance doesn't have to feel overwhelming. We break down complex money concepts into practical knowledge you can actually use. From budgeting basics to investment fundamentals, discover how financial literacy can transform your relationship with money.
Explore Learning ProgramsChoose Your Learning Path
Different people learn best in different ways. Whether you're just starting out or ready to dive deep into advanced concepts, we've designed paths that match your current knowledge and available time.
Foundation Track
Perfect for beginners who want to build solid money management skills. You'll learn budgeting, saving strategies, and how to think about debt differently.
- Personal budget creation workshop
- Emergency fund planning
- Debt reduction strategies
- Banking basics and account optimization
Growth Track
For those ready to expand beyond basics. Explore investment principles, retirement planning, and building wealth over time through informed decisions.
- Investment fundamentals
- Portfolio diversification concepts
- Tax-advantaged accounts
- Risk assessment and management
Advanced Track
Comprehensive financial planning for those seeking deep understanding. Complex topics broken down into manageable, practical lessons.
- Estate planning basics
- Advanced investment strategies
- Tax optimization techniques
- Business financial planning
Your Learning Journey
Month 1-2: Foundation Building
Start with understanding your current financial picture. Learn to track expenses, create realistic budgets, and identify areas for improvement. No judgments here – just practical tools for real life.
Month 3-4: Strategic Planning
Dive into goal setting and priority management. You'll discover how to balance immediate needs with future aspirations, creating a roadmap that actually works for your situation.
Month 5-6: Investment Concepts
Demystify the investment world without the jargon. Learn fundamental concepts, risk management, and how to evaluate different investment options based on your goals and timeline.
Ongoing: Skill Application
Continue building confidence through practical exercises and real-world application. Access ongoing resources and community discussions to refine your financial decision-making skills.
Common Questions
Not at all. Our Foundation Track assumes you're starting from scratch. We explain concepts in plain language and provide plenty of examples. Many participants find this approach refreshing compared to traditional financial education.
Most people spend 2-3 hours per week on coursework and exercises. The beauty of our approach is flexibility – you can adjust the pace based on your schedule and learning preferences.
We focus on practical application over theory. Instead of overwhelming you with complex formulas, we teach decision-making frameworks you can use immediately. Plus, we acknowledge that financial situations vary widely – there's no one-size-fits-all solution.
Our next cohort begins in September 2025, with additional start dates in January and April 2026. This schedule allows us to maintain small group sizes and provide personalized attention to each participant.
Meet Your Instructors
Zelda McKinnon
Financial Planning Educator
Zelda spent fifteen years as a financial advisor before transitioning to education. She believes complex financial concepts become manageable when broken into logical steps and presented with real-world context.
Brynlee Castellanos
Investment Strategy Instructor
With a background in portfolio management and risk analysis, Brynlee teaches investment fundamentals without the intimidating jargon. Her approach focuses on understanding principles rather than chasing trends.