Budget Planning Fundamentals for Real Life

Practical financial skills that actually work. Our programs focus on building sustainable habits, not overnight miracles. Starting September 2025.

12 Weeks per program
3 Program pathways
Live Interactive sessions

Three Learning Pathways

Each program runs for twelve weeks. Pick the one that matches where you're at right now with your finances.

01

Getting Started

12 weeks · Sept 2025

If you're just beginning to track spending or want to build better money habits from scratch. We cover the basics without any assumptions about what you already know.

  • Weekly live sessions on Tuesday evenings
  • Simple tracking tools you'll actually use
  • Build your first realistic budget
  • Understanding income vs expenses clearly
02

Building Stability

12 weeks · Oct 2025

You've got the basics down but want more structure. Learn how to plan for irregular expenses and start building a buffer that reduces financial stress.

  • Thursday evening sessions with case studies
  • Creating emergency fund strategies
  • Managing debt without quick fixes
  • Planning for annual and quarterly costs
03

Long-Term Planning

12 weeks · Nov 2025

Ready to think beyond next month. This program helps you set meaningful financial goals and create realistic timelines for achieving them over years, not weeks.

  • Wednesday sessions focused on goal setting
  • Investment basics for beginners
  • Retirement planning fundamentals
  • Adjusting budgets as life changes
Interactive learning session in progress

How We Actually Teach This Stuff

No lectures where you just sit and listen. Our sessions are built around real scenarios and group problem-solving. You'll work through examples that mirror actual financial decisions.

Small Group Sessions

Maximum fifteen participants per cohort. That means you can ask questions without feeling lost in a crowd. We keep things focused.

Practice Between Classes

Each week includes homework that takes about ninety minutes. You'll apply what we covered to your own budget and bring questions to the next session.

Templates You Can Use

We provide spreadsheet templates and tracking tools that work in Excel or Google Sheets. Nothing fancy or overcomplicated. Just tools that make the job easier.

Access to Instructors

Email questions during the week and get responses within two business days. Sometimes you need clarification before the next class, and that's fine.

Who's Teaching These Programs

Three instructors who've spent years helping people sort out their finances. They've seen plenty of budget disasters and know how to fix them.

Instructor portrait

Brennan Quilty

Getting Started Program

Spent eleven years as a financial counselor before moving into education. Brennan works with people who are starting from zero and need someone patient enough to explain things twice.

Instructor portrait

Tallulah Merritt

Building Stability Program

Former accountant who switched to teaching because she got tired of fixing preventable problems. Tallulah focuses on helping people build systems that actually stick long-term.

Instructor portrait

Saffron Beckwith

Long-Term Planning Program

Works as a financial planner during the day and teaches these courses in the evenings. Saffron breaks down complicated investment concepts into language that makes sense to regular people.

Enrollment Opens July 2025

Registration starts three months before each program begins. We'll send information about costs and schedules when enrollment opens. No need to decide anything today.