87%
Participants report improved financial confidence within six months
Program Structure
Four Core Modules That Build Real Capability
We've designed this program around the challenges our participants actually face. No theoretical fluff—just the frameworks and tools that helped hundreds of people turn surplus funds into strategic opportunities between 2023 and early 2025.
Surplus Assessment & Planning
Learn how to evaluate your current position and identify opportunities. We cover everything from emergency fund optimization to investment readiness metrics.
Risk Management Frameworks
Understand how to protect what you've built while positioning for growth. This module covers portfolio diversification, insurance strategies, and contingency planning.
Strategic Allocation Methods
Explore different approaches to deploying surplus funds based on your timeline and goals. Real case studies show what worked (and what didn't) for people in similar positions.
Long-term Monitoring Systems
Build habits and systems that keep you on track. Learn to review your strategy quarterly and adjust based on changing circumstances.
Learn From People Who've Been There
Our instructors aren't just teachers—they're practitioners who've managed their own surplus situations and helped others do the same. They bring years of hands-on experience to every session.
Tobin Kirkpatrick
Lead Financial Educator
Tobin spent twelve years as a portfolio analyst before transitioning to education in 2019. He's known for breaking down complex allocation strategies into practical steps that actually work for busy people.
Esme Gallagher
Strategy Development Coach
After managing a successful exit from her tech startup in 2017, Esme developed frameworks for entrepreneurs handling sudden windfalls. She's coached over 300 individuals through major financial transitions.
Program Timeline: September 2025 Cohort
Foundation
Weeks 1-4
Strategy Building
Weeks 5-8
Implementation
Weeks 9-12
Monitoring Setup
Weeks 13-16
Clear Assessment Tools
Templates and calculators you can use to evaluate new opportunities. These are the same tools our instructors use in their own planning.
Personalized Strategy Document
A written plan tailored to your goals, timeline, and risk tolerance. You'll develop this throughout the program with instructor feedback.
Risk Protection Framework
Know exactly how to safeguard your surplus while pursuing growth. Learn which risks are worth taking and which ones aren't.
Ongoing Review System
A simple quarterly review process that keeps you on track without requiring hours of maintenance. Most participants spend 90 minutes per quarter on reviews.
Ready to Build Your Financial Strategy?
Our next cohort starts September 2025. Applications open in June. Get in touch to learn more about the program format, schedule, and whether it's a good fit for your situation.
Talk to Our Team