Financial Mastery Learning Program
Build lasting financial habits through structured learning, personal mentorship, and real-world application
Learn More About Our ApproachLearning Through Real Experience
Most financial education feels disconnected from daily life. People walk away with theories but struggle to apply them when making actual decisions.
Our approach focuses on building practical skills through guided experience. You'll work with real scenarios — your own financial situation — while having expert support to navigate challenges as they come up.
- Personalized learning path based on your current situation
- Monthly one-on-one mentorship sessions
- Small group workshops for peer learning
- Ongoing support as you implement changes
- Flexible pacing that fits your schedule
Meet Your Learning Guides
Our mentors combine years of practical financial experience with genuine passion for teaching. They've helped hundreds of people develop sustainable financial habits.
Marcus Flemington
Senior Financial Mentor
Marcus spent 12 years in corporate finance before transitioning to education. He specializes in helping people overcome analysis paralysis and start taking action with their money, even when they feel overwhelmed.
Elena Kowalski
Investment Strategy Coach
Elena brings a practical approach to investment education, focusing on building confidence through understanding. She's particularly skilled at explaining complex concepts in ways that make sense for everyday decision-making.
David Chen
Behavioral Finance Specialist
David combines his psychology background with financial expertise to help people understand why they make certain money decisions. His workshops on changing financial habits have consistently high satisfaction ratings.
How the Program Works
We've structured the learning journey into four phases, each building on the previous one. Most participants complete the full program in 8-10 months, though you can adjust the pace based on your schedule and goals.
Foundation & Assessment
We start by understanding your current financial situation and learning style. You'll complete a comprehensive assessment and begin working with your assigned mentor to create a personalized learning plan. This phase focuses on establishing clear, achievable goals.
Core Skills Development
The heart of the program covers budgeting systems that actually work, investment fundamentals, risk management, and tax planning. You'll attend monthly workshops and have bi-weekly mentor sessions to address questions as they arise.
Advanced Planning
Focus shifts to long-term wealth building, estate planning basics, and optimizing your financial strategies. You'll work on more complex scenarios and begin developing expertise in areas most relevant to your goals.
Implementation & Support
The final phase emphasizes putting everything into practice. You'll create comprehensive financial plans, establish ongoing review processes, and develop the confidence to make important financial decisions independently.
Next Program Begins September 2025
Limited to 24 participants for optimal mentor-to-student ratio
Early registration opens May 2025 | Final enrollment deadline: August 15, 2025