Learn Your Way, On Your Schedule
Our financial education programs adapt to how you learn best. Whether you prefer deep-dive sessions or bite-sized modules, we've designed pathways that work around your life, not against it.
Four Learning Approaches That Actually Work
Intensive Workshops
Saturday morning sessions running 9am to 1pm. Perfect for people who like to immerse themselves completely and get things done in focused blocks.
Evening Study Groups
Tuesday and Thursday evenings, 6:30pm to 8pm. Small groups of 8-12 people working through concepts together with plenty of discussion time.
Self-Paced Online
Access materials anytime, with monthly check-ins with your assigned mentor. Great for shift workers or parents with unpredictable schedules.
Workplace Programs
We bring the education directly to your office during lunch breaks or after hours. Minimum 15 participants required.
Built Around Real Life
We get it - life doesn't pause for education. That's why we've created multiple entry points and flexible progression paths. Miss a session? Switch formats mid-way through? No problem.
6-Month Foundation
Start in July 2025. Covers budgeting fundamentals, debt management, and basic investment principles. Evening or weekend options available.
3-Month Intensive
Beginning September 2025. Accelerated program for people with some financial knowledge who want to dive deeper into investment strategies.
Year-Long Mentorship
Starting October 2025. Comprehensive program combining group learning with one-on-one guidance. Perfect for major life transitions.
Your Learning Journey, Personalized
Before you start, we spend time understanding your background, goals, and preferred learning style. Some people love spreadsheets and want to dive into the numbers. Others need visual examples and real-world scenarios. We adjust our approach accordingly.
Marcus Chen
Lead Educator
Sarah Martinez
Program Coordinator
Pre-Program Assessment
15-minute conversation to understand where you're starting from and what you want to achieve. No judgment, just clarity.
Progress Check-ins
Monthly 30-minute sessions to review what's working, what isn't, and adjust your learning path as needed.
Resource Library
Templates, calculators, and guides you can access anytime. Everything's downloadable so you can work offline if needed.
Peer Connection
Optional monthly coffee meetings with other participants. Sometimes the best insights come from people in similar situations.