Resources Built From Years of Real Teaching
We've spent over a decade teaching people how to actually manage their money for the long haul. These materials come from that experience—workshops with folks who struggled at first, clients who eventually got it right, and plenty of trial and error on our end. Everything here is what actually worked when theory met reality.
What You'll Get Access To
Monthly Budget Frameworks
Step-by-step guides we've refined since 2013. They're not fancy spreadsheets that require a finance degree. Just practical templates that help you see where money actually goes and how to redirect it without feeling like you're on a diet.
Updated March 2025Investment Planning Workbooks
These came from watching people freeze up when choosing investment options. We broke down the decision-making process into manageable pieces. No jargon overload—just clear questions that help you figure out what fits your situation.
Autumn 2025 SessionDebt Strategy Maps
Honestly, this material evolved from seeing the same mistakes repeated. We mapped out approaches that work when you're juggling multiple debts and trying to stay sane. It's not about quick fixes—more like sustainable paths forward.
Available NowRetirement Calculation Tools
Calculating retirement needs sounds boring until you actually need to do it. These tools simplify projections without oversimplifying your future. We've tested them with hundreds of learners and adjusted based on what confused people most.
Spring 2025 Edition
Learn From Someone Who's Been There
Graham's been teaching financial planning since 2011, but he didn't start in a classroom. He spent years as a budget consultant helping families dig themselves out of tough spots. That background shows in how he teaches—less lecture, more "here's what I've seen work."
His approach is straightforward. He doesn't promise you'll love budgeting or that it'll be easy. But he can show you methods that stick once you understand why they matter. Most of his students appreciate that he doesn't sugarcoat the boring parts or pretend there are shortcuts.
"I've watched people go from overdraft panic to actually planning five years ahead. It doesn't happen overnight, and there's definitely a learning curve. But when someone gets it—really understands their money flow—that's what keeps me doing this."
Two Ways to Approach This
We run programs twice a year—autumn and spring sessions. Both cover the same material, just different pacing and group dynamics. Pick whichever fits your schedule better.
Intensive 12-Week Track
This is the full program starting September 2025. We meet weekly, cover everything from basic budgeting to complex investment strategy, and you'll leave with a complete financial plan. It's a lot of work but you make real progress.
- Weekly 90-minute sessions with live Q&A
- Personal budget review and feedback
- Investment portfolio planning workshop
- Final presentation of your 5-year financial roadmap
Self-Paced Materials Access
Not everyone can commit to weekly sessions. This option gives you access to all the materials, recorded workshops, and workbooks. You can work through it at your own speed, though you won't get the same level of direct feedback.
- Complete library of video tutorials and worksheets
- Monthly email check-ins with practical tips
- Access to student forum for peer discussion
- Optional quarterly group review sessions
What Past Students Actually Say
Vera Morrison
Autumn 2024 GraduateI came in with no clue about investment accounts and left with an actual strategy. Graham doesn't pretend it's all exciting stuff, but he made it make sense. Took me about six months after the course to really implement everything, but I finally feel like I'm not just winging it with my savings.
Patrick Knowles
Spring 2024 ParticipantThe debt reduction material was what I needed. I'd tried those aggressive payoff plans before and always burned out. This approach was slower but way more sustainable. Took the full twelve weeks to build a plan I could actually stick to, and I'm still following it eight months later.