Eight Sessions, One Clear Goal

A structured four-month journey from initial assessment to sustained savings discipline. Each session builds on the previous while addressing current challenges.

Program Timeline

Session-by-Session Breakdown

The program follows a deliberate progression designed to establish, implement, and sustain savings discipline.

1

Foundation Session

Financial assessment, goal definition with real numbers, group introduction, and commitment establishment

2

Plan Development

Create personalized savings strategies, establish tracking methods, set milestone markers, identify potential obstacles

3

Implementation Start

Begin executing plans, report initial experiences, address early challenges, refine tracking approaches

4

Expense Management

Deep focus on spending control techniques, identifying reduction opportunities, maintaining quality of life

5

Income Enhancement

Explore supplementary income strategies, evaluate feasibility for individual situations, implementation planning

6

Obstacle Navigation

Address unexpected expenses, motivation challenges, external pressures, develop adaptation strategies

7

Progress Assessment

Evaluate advancement toward goals, celebrate achievements, identify areas requiring adjustment

8

Sustainability Planning

Develop post-program maintenance strategies, establish ongoing accountability methods, final group sharing

Session Format

What Happens During Each Meeting

Group Check-In

Each participant shares progress since the last session, challenges encountered, and victories achieved. This creates accountability and allows peer learning.

Topic Instruction

Focused teaching on the session's specific theme—expense control, income strategies, motivation maintenance, or other relevant topics.

Group Discussion

Participants discuss how the session topic applies to their situations, share strategies, and problem-solve together.

Action Planning

Each person defines specific actions to implement before the next session. Clear commitments create accountability.

Interactive group session with participants engaged in discussion, taking notes, and sharing ideas in collaborative learning environment

Session Duration and Schedule

Each session lasts approximately two hours. This duration provides sufficient time for meaningful group interaction without becoming overwhelming.

Biweekly frequency means sessions occur every two weeks. This spacing allows participants to implement techniques and experience results between meetings while maintaining continuity.

Total program length spans four months from first to last session. This timeline enables participants to encounter at least one complete cycle of monthly expenses and challenges while still within the support structure.

Sessions typically occur in the evening to accommodate working participants, though specific timing varies by cohort.

Participation

Requirements and Expectations

What We Require

Minimum commitments from participants

  • Attendance at all eight sessions when possible
  • Active participation in group discussions
  • Implementation of agreed-upon actions between sessions
  • Honest reporting of progress and challenges
  • Respect for other participants' confidentiality
  • Basic financial record-keeping capability

What We Provide

Support structure throughout the program

  • Structured methodology and session materials
  • Experienced facilitation of group dynamics
  • Practical tools and implementation guidance
  • Accountability mechanisms between sessions
  • Problem-solving support for obstacles
  • Confidential group environment
Group Size

Why Cohort Size Matters

Each program cohort includes between six and twelve participants. This size range balances several important factors:

Small enough for each person to receive individual attention during sessions and share meaningfully in group discussions. Everyone's voice gets heard.

Large enough to generate diverse perspectives and strategies. Multiple viewpoints enrich problem-solving and prevent the group from becoming too insular.

Manageable for effective facilitation. The coach can track each participant's progress and provide appropriate guidance without losing sight of individual needs.

Group composition intentionally includes participants at similar life stages—first-time home buyers with comparable financial circumstances. This similarity creates relevant peer learning while maintaining enough diversity for interesting discussion.

Enrollment

How to Join a Program Cohort

1

Initial Contact

Reach out through our contact form or phone to express interest and ask preliminary questions

2

Information Session

Attend a brief orientation where we explain program details, answer questions, and assess fit

3

Enrollment Decision

Decide whether the program aligns with your needs and commit to participation

4

Program Start

Begin with Session One when your cohort launches, typically within a few weeks of enrollment

Upcoming Cohorts

New program cohorts begin throughout the year as enrollment reaches optimal group size. Contact us to learn about upcoming start dates and reserve your place in the next available cohort.

We maintain a waiting list when current cohorts reach capacity. This ensures you receive notification when the next enrollment period opens.

Ready to Start

Join the Next Cohort

Contact us to learn about upcoming program dates and begin your enrollment process.

Get in Touch