How Our Programs Work
We've noticed something over the years. People don't need more information about finances—they need help applying it. That's why our programs focus on practice, not lectures.
Three Learning Paths
Our fall 2025 schedule includes three options, depending on where you're starting from:
- Foundation Program (8 weeks) — For anyone who wants to understand budgeting, debt management, and basic investing
- Advanced Planning (12 weeks) — Covers retirement strategies, tax optimization, and estate basics
- Business Finance (10 weeks) — Designed for freelancers and small business owners managing both personal and business money
What Makes This Different
You'll work on your actual finances during the program. Bring your real numbers, your real questions. We review anonymized scenarios in group sessions, so everyone learns from diverse situations.
Classes meet once weekly, either Tuesday evenings or Saturday mornings. Between sessions, you complete exercises using our workbook system. And you can reach instructors via email if you get stuck—we usually respond within 24 hours.