Beyond Financial Literacy: A Guided Journey to Financial Wholeness & Execution Workshops

WHAT:

This is not a seminar. It is not a one-day workshop where you leave with a notebook full of information and no idea what to do with it on Monday morning.

Beyond Financial Literacy is a structured, supported, five-month guided experience — designed to help you do the one thing most financial programs never actually help you do: finish.

Most people know they need a budget. Most people know they need to save, reduce debt, build for the future. The information is not the problem. The problem is sitting down alone on a Tuesday evening with a blank spreadsheet and the weight of everything you have been avoiding, and not being able to begin.

Beyond Financial Literacy changes that!

On every first and last Saturday of the month, with work continuing throughout the weeks in between, (for five months), you will move through a complete financial transformation process that addresses not only the numbers, but the beliefs, habits, fears, and story you have been telling yourself about money that has kept you exactly where you are.

The Journey Covers Three Movements:

Movement One — The Belief System
Before we touch a single number, we examine your beliefs about money, where those beliefs came from, whether they are serving you, and what needs to change before any financial strategy can take root. A budget built on a broken belief system will not hold. We begin here because everything else depends on it.

Movement Two — The Structure
With your belief system examined and reoriented, we build your complete financial structure, income, expenses, debt, savings, goals, and a clear and realistic plan that belongs entirely to you. Not a generic template. Your life, organized and made workable.

Movement Three — The Practice
Structure without practice is just a plan. The final movement is about building the habits, accountability, and daily practices that turn your financial plan from a document to reality. This is where most programs end. This is where Beyond Financial Literacy truly begins.

Together, we will work through the practical foundations of financial wellbeing, including:

• Your relationship with money
• Beliefs and behaviours that shape financial decisions
• Creating a realistic household financial structure
• Organizing your financial documents and systems
• Budgeting with purpose
• Saving intentionally
• Planning for future goals
• Building healthy financial habits
• Accountability and consistent progress

Each gathering combines practical teaching with dedicated work time, allowing you to leave having made real progress—not simply taken notes.

WHY:

Because you have tried on your own, on YouTube and online classes—and it still isn’t done

There is a particular kind of exhaustion that comes from trying to get your financial life in order by yourself — and not being able to get it to hold.

You have downloaded the apps. You have read the books. You have started the budget in January and abandoned it by March. You have felt the disempowerment of knowing what you should be doing and not being able to make yourself do it consistently. Not because you are undisciplined or irresponsible, but because financial transformation was never meant to be done in isolation.

It requires honest conversation. It requires someone to sit with you in the uncomfortable places, the debt you have not told anyone about, the spending pattern you cannot seem to break, the income that is not growing the way it should, the financial future you are afraid to imagine because imagining it means admitting how far you currently are from it.

It requires accountability. Not the kind that shames you when you fall short, but the kind that shows up in the days ahead and says, what happened, what did we learn, and what do we do next?

This is why Beyond Financial Literacy exists: to walk with you and get you to the finish line. A rich life is built — not stumbled into. And the financial foundation of that rich life deserves the same intentionality, community, and guided support that every other area of a flourishing life requires.

Some things only get done when two sets of hands are on them. We are here to be that second pair of hands.

WHO:

This journey is specifically for you if:

You have tried on your own and could not make it stick.
You are not starting from zero knowledge. You have attempted budgets, savings plans, and debt payoff strategies before. The problem is not information. The problem is implementation — and implementation is exactly what this journey is designed to support.

You need someone in your corner for the journey — not just the starting line.
You do not need another program that inspires you on day one and leaves you alone on day thirty. You need ongoing, consistent, relational support from someone who knows your specific situation and can help you navigate the real obstacles as they arise — not the theoretical ones.

You want to be held accountable — genuinely.
Not just checked in on. Genuinely held. By someone who will notice if you go quiet, ask the direct question when it needs asking, and celebrate every milestone however small — because every milestone matters on a journey this important.

You are a doer.
This program is not for the person who wants to think about getting their finances in order. It is for the person who is ready to actually do it — who will show up, do the work between sessions, bring their honest numbers to the table, and commit to the full journey not just the exciting beginning of it.

You are ready to look at the belief system underneath the numbers.
Because the numbers are never just numbers. They are the visible evidence of invisible beliefs — about what you deserve, what is possible, what money means, and what kind of future you are allowed to want. If you are ready to honestly examine those beliefs — this journey is for you.

You must come with:

• A laptop — fully charged
• Folder
• Colored pens
• Hotspot capability — you will need internet access throughout each session
• Your real numbers — income, expenses, debts, and savings as they actually are, not as you wish they were
• An open mind and a willing heart — the willingness to be honest, even when honesty is uncomfortable

This journey requires your presence — physically, mentally, and financially. Partial attendance and honesty produce partial results. We are here for the full transformation.

WHEN:

Every first and last Saturday of the month for five months, beginning August 8

Beyond Financial Literacy cohort meets on the first Saturday and the last Saturday of every month — creating a consistent rhythm of gathering, working, reviewing, and moving forward.

First Saturday — The Opening Session
Each month begins with a structured working session — new content, new tools, and a clear assignment for the weeks ahead. This is where the month’s focus is established and the work is begun together.

The Weeks In Between
The work does not stop when the Saturday session ends. Throughout the month, you continue working on your specific assignments, building your budget, tracking your spending, implementing your plan, and checking in with your journey guide as needed. The transformation also happens in the ordinary weekdays, not just the Saturdays.

Last Saturday — The Closing Session
Each month closes with a review session — what was accomplished, what was challenging, what needs adjustment, and what the next month requires. Honest conversation. Real accountability. And the particular encouragement that comes from seeing how far you have come since the first Saturday.

Session time: Each session runs approximately 1 to 1 1/2 Hrs
Duration: 2 – 3PM beginning August 8, ending January 2027