Personal Finance Mastery Program
Build lasting financial confidence through practical skills, real-world applications, and personalized guidance over 12 comprehensive months
Your Learning Journey
Our curriculum builds progressively, with each module designed to strengthen your financial foundation while introducing advanced concepts at a comfortable pace.
Foundation & Assessment
We start by understanding your current financial situation and establishing clear, achievable goals tailored to your unique circumstances.
- Personal financial audit
- Goal setting frameworks
- Expense tracking systems
- Cash flow analysis
Smart Budgeting Strategies
Learn practical budgeting methods that actually work in real life, including how to handle irregular income and unexpected expenses.
- Zero-based budgeting
- 50/30/20 rule application
- Emergency fund building
- Debt reduction strategies
Investment Foundations
Demystify investing with practical knowledge about different investment vehicles, risk assessment, and building a diversified portfolio.
- Risk tolerance evaluation
- Asset allocation principles
- Index fund strategies
- RRSP and TFSA optimization
How We Track Your Progress
Rather than traditional tests, we use practical assessments that mirror real financial decisions you'll face. Each evaluation helps reinforce learning while building confidence.
Portfolio Reviews
Monthly check-ins on your actual budget and spending patterns with personalized feedback.
Goal Milestones
Track progress toward your financial objectives with measurable benchmarks.
Scenario Planning
Work through realistic financial scenarios to test decision-making skills.
Peer Discussions
Share experiences and learn from others facing similar financial challenges.
Helena Westbrook
Lead Financial Educator
Helena brings 15 years of experience helping Canadian families build financial stability. Her approach focuses on practical strategies that work for real people with busy lives and varying income levels.
Schedule Information Session