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Learn from Financial Planning Veterans

Our September 2025 cohort brings together seasoned professionals who've spent decades helping people master their finances. Real expertise, practical guidance, genuine results.

Meet Your Mentors

Each instructor brings 15+ years of hands-on experience from major financial institutions, consulting firms, and private practice. They've seen every budgeting challenge and know what actually works.

Our teaching approach focuses on practical application rather than theory. You'll work through real scenarios, build actual budgets, and develop systems you can use immediately.

Financial planning instructor Ravenna Blackwood

Ravenna Blackwood

Senior Financial Planning Specialist

Debt Management Emergency Planning Investment Basics

Ravenna spent twelve years at Lloyds Banking Group before transitioning to independent financial consulting. She specializes in helping people break free from debt cycles and build sustainable emergency funds. Her practical approach focuses on small, manageable changes that create lasting impact.

Budget planning expert Caspian Vale

Caspian Vale

Budget Systems Designer

Cash Flow Analysis Expense Tracking Financial Goals

After working in corporate finance at several FTSE 100 companies, Caspian discovered his passion for personal financial education. He's developed unique budgeting frameworks that adapt to different lifestyles and income patterns. His students appreciate his methodical yet flexible approach.

Financial wellness coach Minerva Frost

Minerva Frost

Financial Wellness Coach

Behavioral Finance Spending Psychology Money Mindset

Minerva combines her background in psychology with fifteen years of financial planning experience. She understands that successful budgeting isn't just about numbers—it's about changing habits and mindset. Her coaching style helps students identify and overcome the emotional barriers to financial success.

How We Actually Teach

Forget endless lectures about financial theory. Our approach centers on hands-on practice with real-world scenarios. You'll build actual budgets, analyze your spending patterns, and create systems that fit your specific situation.

1

Personal Assessment

We start by understanding your current financial situation, spending habits, and specific goals. No generic templates—everything is tailored to your reality.

2

Guided Practice

Work through real budgeting scenarios with instructor support. Learn by doing, not just listening. Build confidence through practical application.

3

Ongoing Support

Continue receiving guidance as you implement your new systems. Adjust strategies based on what's working and address challenges as they arise.

Your Learning Journey

Our structured approach takes you from wherever you are now to confident financial management. Each phase builds on the previous one, ensuring solid progress toward your goals.

Reserve Your Spot
1

Foundation Building

Start with a comprehensive review of your current financial situation. Map out income sources, identify spending patterns, and establish baseline metrics.

  • Complete financial health assessment
  • Expense categorization and analysis
  • Goal-setting workshop
  • Introduction to tracking methods
2

System Development

Create personalized budgeting systems that match your lifestyle and preferences. Learn multiple approaches and choose what works best for your situation.

  • Budget framework selection
  • Automation setup guidance
  • Emergency fund planning
  • Debt reduction strategies
3

Implementation Support

Put your systems into practice with ongoing instructor guidance. Troubleshoot challenges, refine approaches, and build lasting habits.

  • Monthly check-in sessions
  • Progress tracking and adjustments
  • Advanced planning techniques
  • Long-term strategy development