Learn practical budgeting skills through interactive sessions where you'll work directly with real financial scenarios. Our workshops focus on building confidence with money management tools you can apply immediately.
Each workshop builds on previous sessions, creating a comprehensive learning path. You'll practice with spreadsheets, budgeting apps, and traditional planning methods to find what works best for your lifestyle.
4 sessions • 2 hours each
Start with the basics of income tracking and expense categorization. We'll work through setting up your first budget using both digital tools and paper methods to see what feels natural for you.
4 sessions • 2.5 hours each
Design budgets that align with your personal goals. Whether you're saving for a house, planning a career change, or building an emergency fund, we'll create actionable timelines and tracking systems.
4 sessions • 3 hours each
Separate your business and personal finances effectively. Learn cash flow forecasting, tax preparation budgeting, and seasonal adjustment techniques that work for Canadian small businesses.
Financial Planning Instructor
Rourke brings a practical approach to financial education, drawing from years of helping individuals and small business owners in British Columbia navigate their money challenges. Instead of theoretical concepts, he focuses on techniques that actually work in real Canadian financial situations.
Helping people create sustainable budgets that fit their actual lifestyle, not idealized versions they can't maintain long-term.
Guiding entrepreneurs through the practical steps of separating business and personal finances for tax and planning purposes.
Teaching realistic approaches to paying down debt while maintaining necessary living expenses and some quality of life.
Developing step-by-step savings plans that work even on tight budgets, starting with small achievable goals.
"I believe financial planning should reduce stress, not create more of it. My workshops focus on simple systems you can actually stick with. We spend time on the emotional side of money management because that's where most people get stuck, not on the math."