Skip to main content

Your Financial Journey Starts Here

Join thousands who've transformed their relationship with money through our practical budget planning programs. Real skills, real results, real financial confidence.

Our Story & Milestones

March 2019

Founded with Purpose

Started by financial advisors who saw too many people struggling with basic money management. We wanted to create something different — education that actually works in real life, not just in textbooks.

October 2021

First Major Success

Reached 1,000 program completions with measurable improvements in participants' financial habits. This milestone taught us that practical, hands-on learning beats theory every time.

June 2023

Program Expansion

Launched specialized tracks for different life stages — from recent graduates to pre-retirement planning. Each program addresses specific challenges people face at different points in their financial journey.

February 2025

Looking Forward

Our upcoming autumn 2025 cohort will introduce new interactive workshops and personalized coaching sessions. We're constantly evolving based on what our learners tell us they need most.

Program Information

Program Basics

Our 12-week intensive covers everything from emergency fund building to investment basics. You'll work with real budgets, track actual expenses, and develop systems that stick. Classes meet twice weekly with additional online resources available 24/7. We keep groups small — never more than 15 people — so everyone gets individual attention.

Enrollment & Prerequisites

No financial background required — just willingness to learn and implement changes. Our next enrollment period opens in July 2025 for the September start date. Early registration includes bonus materials and one-on-one goal-setting session. We also offer payment plans for those who need them.

Technical Requirements

Basic computer skills and reliable internet access for online components. We use simple spreadsheet software (training provided) and our custom mobile app for expense tracking. All materials are provided digitally, though we also offer printed workbooks for those who prefer them.

Ongoing Support

Program graduates get lifetime access to our monthly Q&A sessions and updated materials. Alumni network connects you with others on similar financial journeys. We also offer advanced workshops throughout the year covering topics like tax planning and major purchase decisions.

Students collaborating in budget planning workshop

Foundation Program

Perfect for beginners or anyone wanting to rebuild their financial foundation from the ground up.

  • 12 weeks of structured learning
  • Personal budget creation workshop
  • Emergency fund strategy session
  • Debt reduction planning
Advanced financial planning session with charts and graphs

Advanced Strategies

For those ready to dive deeper into investment planning and long-term wealth building strategies.

  • Portfolio diversification techniques
  • Tax-advantaged account optimization
  • Real estate investment basics
  • Retirement planning strategies

Meet Your Instructors

Reika Nakamura, Financial Planning Instructor

Reika Nakamura

Lead Financial Educator

Spent eight years helping families navigate financial challenges before joining our team. Her practical approach comes from working with real people facing real money problems. She makes complex concepts feel manageable.

Zendaya Mitchell, Budget Planning Specialist

Zendaya Mitchell

Budget Planning Specialist

Former credit counselor who understands the emotional side of money management. She helps students develop systems that work with their personality and lifestyle, not against them. Known for her patience and practical wisdom.