Budget Mastery Learning Series
Six months of progressive financial education designed to build lasting money management skills through practical, real-world applications
Next series begins July 2025 • Limited to 24 participants
Your Learning Journey
Each workshop builds upon the previous session, creating a comprehensive foundation in personal finance. Our structured approach ensures you develop both theoretical understanding and practical skills that work in real life.
Financial Awareness Bootcamp
Start by understanding where your money actually goes. We'll work through expense tracking methods that people actually stick with, and you'll leave knowing exactly what your current financial picture looks like. No judgment, just clarity.
Budget Creation Workshop
Build your first realistic budget using your actual spending data from month one. We'll cover different budgeting approaches until you find one that fits your lifestyle. Plus, learn how to handle irregular income and unexpected expenses without derailing everything.
Emergency Fund Strategy
Create a safety net that actually works for your situation. We'll calculate how much you really need, where to keep it, and most importantly - how to build it gradually without making your current budget impossible to follow.
Smart Debt Reduction
Develop a personalized debt elimination plan that considers your specific situation. We'll compare different payoff strategies and help you choose what works best for your budget and personality. No one-size-fits-all solutions here.
Savings & Investment Basics
Once your budget is solid and emergency fund growing, it's time to think about the future. Learn about different account types, basic investment concepts, and how to start saving for longer-term goals without overwhelming yourself.
Budget Maintenance & Growth
Wrap up with advanced strategies for keeping your budget working long-term. We'll cover how to adjust for life changes, annual financial reviews, and setting yourself up for continued growth. Plus celebrate how far everyone has come!
What You'll Take Away
This isn't about quick fixes or perfect budgets. It's about building financial habits that actually work for your real life, with ongoing support from both instructors and fellow participants.
Personal Budget System
Leave with a customized budget that fits your income, expenses, and goals. Not a template, but a system built specifically for your situation.
Practical Tools
Get spreadsheets, checklists, and tracking methods that participants actually use months later. Everything is tested by real people in real situations.
Ongoing Community
Connect with others working on similar goals. Many participants form study groups and accountability partnerships that continue long after the series ends.
Progressive Learning
Each session builds on the last, so you're never overwhelmed. By December, concepts that seemed impossible in July will feel like second nature.
Flexible Implementation
Learn multiple approaches to each topic so you can adapt when life changes. What works in your twenties might not work in your fifties, and that's okay.
Lifetime Access
All materials, worksheets, and resources remain available to you. Plus, alumni can attend future refresher sessions at no additional cost.