Ready to Master Your Finances?

Before diving into our budget literacy program, let's make sure you're set up for success. This quick assessment helps identify your current financial awareness level and creates a personalized learning path that actually fits your situation.

Begin Your Journey
Financial planning workspace with documents and calculator

Are You Ready to Start?

Being honest about where you stand right now makes all the difference. Don't worry if you can't check every box – that's exactly why we're here.

Time Commitment

Can you dedicate 3-4 hours per week to learning? Our program works best when you can practice what you learn between sessions.

Basic Math Comfort

You don't need to be a math wizard, but feeling comfortable with percentages and simple calculations will help you follow along easier.

Financial Goals

Having at least one specific goal – like building an emergency fund or paying down debt – gives your learning real purpose and direction.

Open Mindset

Ready to challenge how you currently handle money? Some of our most successful students discovered they needed to change long-held habits.

Document Access

Can you gather bank statements, pay stubs, and bills? We'll show you how to organize everything, but you'll need the actual paperwork.

Learning Preference

Our program combines video lessons, worksheets, and group discussions. If you learn best through hands-on practice, you'll love this approach.

Choose Your Learning Path

Beginner Track

  • Start with basic budgeting concepts
  • Learn to track income and expenses
  • Build your first emergency fund
  • Understand debt vs. savings priorities
  • Create sustainable spending habits
  • Master the 50/30/20 rule
Students collaborating on financial planning exercises

Advanced Track

  • Optimize existing budget systems
  • Advanced debt payoff strategies
  • Investment basics and planning
  • Tax-efficient saving methods
  • Long-term financial goal setting
  • Risk management and insurance
Rebecca Martinez, Senior Financial Education Specialist
Rebecca Martinez
Lead Instructor

Personal Guidance Every Step Forward

Here's what I've learned from teaching budget literacy to over 800 students since 2019: everyone's starting point is different, but the principles that work remain surprisingly consistent.

I don't believe in one-size-fits-all financial advice. Instead, I help you understand the core concepts, then show you how to adapt them to your specific situation – whether you're a freelancer with irregular income or a family juggling multiple financial priorities.

Individual Check-ins

Monthly progress reviews to adjust your learning path based on real results

Practical Applications

Work with your actual budget, not theoretical examples that don't match your life

Your Next Steps

1

Complete Your Assessment

Take our 15-minute financial readiness quiz to identify your current knowledge level and specific areas where you'll benefit most from focused learning.

Start Assessment
2

Review Course Schedule

Our next program begins in September 2025. Check the detailed schedule to make sure the timing works with your current commitments.

View Dates
3

Connect With Our Team

Have questions about the program structure or want to discuss your specific financial learning goals? We're here to help you make the right decision.

Get in Touch