Small Group Learning That Works
We've discovered something important about financial education—it sticks better when people learn alongside others facing similar challenges. Our approach centers around intimate learning circles where participants share insights, ask questions without judgment, and build understanding together. Rather than sitting through lectures, you'll work through real scenarios with peers who bring different perspectives and experiences to every discussion.
Budget Planning Circles
Work with 6-8 participants to create practical budgets, share strategies, and troubleshoot common spending challenges together.
Investment Study Partners
Pair up with someone at your experience level to research investment options, analyze market trends, and make informed decisions.
Debt Strategy Teams
Join supportive groups focused on debt reduction strategies, sharing progress, and maintaining motivation through challenges.
Retirement Planning Workshops
Collaborate with peers in similar life stages to understand retirement options and create personalized savings strategies.
Each group meets twice monthly, giving members time to apply concepts between sessions. We've found this rhythm allows for deeper reflection and more meaningful progress than cramming information into weekend seminars. Groups typically run for four months, though many participants choose to continue meeting informally after the structured program ends.