Plan Ahead

Eight sessions, one clear direction

Each session is 90 minutes and tackles a specific piece of the budgeting puzzle — from tracking irregular income to planning for expenses that only appear once or twice a year.

The sessions are live, so you can ask questions directly. Recordings are available for 30 days after each broadcast.

• 1
  Where your money actually goes — building an honest baseline over 3 months of real spending data
• 2
  Irregular income — how to budget when your earnings vary month to month
• 3
  Annual and semi-annual expenses — building a sinking fund that actually gets used
• 4
  Emergency reserves — what size makes sense and how to reach it without freezing all other goals
• 5
  Debt repayment alongside saving — structuring payments that don't derail long-term targets
• 6
  5-year planning — setting targets that are grounded in your current numbers, not aspirational guesses
• 7
  Reviewing and adjusting — how often to revisit your plan and what triggers a real revision
• 8
  Household coordination — aligning budgeting decisions when more than one person is involved