Financial Milestone Planning Program
Build the skills to create, track, and achieve meaningful financial goals through our structured learning pathway designed for real-world application
Your Learning Journey
This program takes you through a carefully designed progression from basic financial awareness to advanced milestone planning strategies. Each module builds on previous learning while introducing practical tools you'll use throughout your financial journey.
What sets this program apart? We focus on real application rather than theory. You'll work with actual scenarios, create personalized milestone plans, and develop systems that adapt as your circumstances change. By the end, you'll have both the knowledge and confidence to make informed financial decisions.
The next cohort begins August 2025, giving you time to prepare and set initial goals before diving into the structured curriculum.
Three-Level Skill Progression
Each level represents approximately 8 weeks of learning, with skills building naturally from foundation concepts to advanced implementation
Foundation Builder
Establish core financial literacy and begin tracking your current situation with clarity
- Budget creation and tracking
- Debt assessment methods
- Emergency fund planning
- Goal setting frameworks
- Cash flow analysis
Strategy Developer
Create comprehensive milestone plans and learn investment fundamentals that align with your timeline
- Milestone prioritization
- Investment basics
- Risk assessment tools
- Timeline planning
- Progress measurement
Advanced Planner
Master complex scenarios and develop systems for long-term financial success across multiple goals
- Tax optimization
- Portfolio balancing
- Estate basics
- Advanced strategies
- System automation
Module Breakdown & Learning Objectives
Each module combines video lessons, practical exercises, and real-world application. You'll work through examples, complete assessments, and build a personal financial plan that evolves with each session.
Sarah brings 15 years of financial planning experience and has helped over 2,000 individuals create sustainable milestone strategies.
Financial Foundation Assessment
Begin with a comprehensive review of your current financial position using proven assessment tools. You'll identify strengths, gaps, and opportunities while learning to track expenses effectively.
Goal Architecture & Prioritization
Learn to structure financial goals using time-tested frameworks. We cover short, medium, and long-term planning with practical prioritization methods that account for your unique circumstances.
Investment Strategy Fundamentals
Understand core investment principles without overwhelming complexity. Focus on practical allocation strategies that match your timeline and risk tolerance while building long-term wealth.
Advanced Planning & Optimization
Master sophisticated planning techniques including tax considerations, portfolio rebalancing, and system automation. Learn to adapt your strategy as circumstances change over time.
Ready to Begin Your Financial Journey?
Applications for the August 2025 cohort open in June. Reserve your spot and receive preparatory materials to help you get the most from the program.