Real Families Building Real Financial Futures
Our students aren't just learning theory. They're creating practical investment strategies, building diversified portfolios, and teaching their own families about financial independence. These are their stories and their actual work from our 2024-2025 cohorts.
View Learning ProgramStudent Portfolio Projects
Each project represents months of learning, research, and practical application. These families transformed how they think about money.
What Students Actually Learned
Sienna Garrick
Completed Fall 2024I thought investing was this mysterious thing only finance people understood. Turns out it's just being methodical and patient. My final project was a diversified portfolio that my husband and I actually use now. We started with index funds and gradually added some individual stocks after really understanding what we were doing.
Callum Theriault
Completed Winter 2025The project-based approach made everything click. Instead of just memorizing concepts, I built an actual investment plan for my family's education savings. We've been following it for four months now and it feels completely manageable. My kids even ask questions about how compound interest works.
Rhiannon Desrochers
Completed Spring 2025Best part was working through real scenarios with other families. We shared what worked and what didn't. My capstone project focused on balanced risk for families with single incomes, which is exactly my situation. I've recommended this program to three other parents already.
How Students Progress Through Projects
Our project timeline mirrors real investment planning. You build skills progressively while creating something your family can actually use.
Foundation Assessment
First month focuses on understanding your family's current financial situation. You'll map out income, expenses, and existing assets. Nothing fancy here, just honest evaluation of where you're starting from.
Goal Definition Project
Months two and three are about clarifying what you're actually investing for. Education? Retirement? Emergency buffer? Students create specific, measurable goals with realistic timelines. This becomes the foundation for everything else.
Portfolio Design Workshop
Middle of the program, you start building your actual investment strategy. This takes about two months because we go slow and make sure you understand every decision. Students research different asset types and create their first allocation model.
Implementation and Review
Final phase is putting your plan into action with small amounts first. You'll practice rebalancing, tracking performance, and adjusting as life changes. Most students continue refining their projects even after the program ends.
Ready to Start Your Family's Project?
Our next cohort begins September 2025. Enrollment opens in July for families ready to take investing seriously.