Budgeting Systems Workshop
Learn a 3-category spending plan, how to handle irregular bills, and a weekly review routine that keeps you on track.
60-90 min
Templates
Programs and workshops
Choose a learning format that fits your life
Our programs are designed for Canadians who want to build money confidence with practical routines. Pick a short workshop for a fast reset or a multi-session series for deeper skill building. Each program includes exercises and templates you can reuse, plus guidance on how to measure progress without overtracking.
📚 Included in every program
- Plain-language lesson notes and definitions
- Templates for budgets, debt payoff plans, and goals
- A simple progress tracker focused on habits, not perfection
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Program library
Below are our most requested education offerings. Everything is structured to be ad-platform friendly and learner friendly. We teach skills and frameworks that help people make informed choices; we do not pressure anyone into financial products or promise specific outcomes.
Typical delivery
Virtual or in-person in the Greater Toronto Area
Credit & Borrowing Basics
Understand interest, statements, utilization, and practical steps to keep borrowing costs under control.
60 min
Clear examples
Debt Payoff Planning
Compare debt strategies, set a realistic monthly target, and create a plan that protects essentials while reducing stress.
90 min
Payoff tracker
Investing Foundations
Learn diversification, fees, risk, and long-term discipline. Includes a Canadian account overview (TFSA, RRSP) at a high level.
2 sessions
Beginner-friendly
Everyday Taxes (Education)
A plain-language overview of common slips and concepts that affect decisions like overtime, benefits, and deductions.
60 min
Checklists
Goals & Automation Clinic
Build an automation plan for bills and savings, create sinking funds, and set a maintenance routine that lasts.
75 min
Habit design
🌐 Delivery options
Virtual sessions are available across Canada. In-person sessions are available in the Greater Toronto Area depending on scheduling.
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What a typical session looks like
Each workshop is designed to be engaging without being overwhelming. We start with a simple model of the topic, walk through two Canadian examples, then give learners a short activity to apply it. The goal is to leave with one change you can implement immediately, plus a resource you can use again next month.
Teach
A clear framework with definitions and common pitfalls.
Apply
A guided activity learners can finish quickly.
Plan
Pick one next step, schedule it, and set a reminder.
Support
Optional follow-up materials and a Q&A window for general questions.