Learn to track your financial goals with clarity

Our curriculum draws from three decades of combined experience across corporate finance, personal wealth management, and nonprofit budgeting. The instructors—Ingrid Valtersen, Tamsin Oakesworth, and Petr Zavodny—each spent at least eight years in roles where tracking failures meant measurable financial losses. They developed these teaching methods after repeatedly seeing the same tracking mistakes across hundreds of projects and personal accounts.

We don't sell proprietary software or demand you adopt specific tools. Instead, you learn principles that work whether you're using spreadsheets, dedicated apps, or pen-and-paper ledgers. The focus stays on understanding what data to collect, how often to review it, and when adjustments become necessary versus optional.

Klara Bjornsdottir runs a freelance design business with client payments arriving on unpredictable schedules. She joined our cohort after three failed attempts to maintain budget tracking—spreadsheets worked for two months, then fell apart when large invoices arrived early or late. During the pattern recognition phase, instructors helped her separate income volatility (which she couldn't control) from expense timing (which she could). Rather than trying to force monthly budget cycles, Klara now tracks rolling 90-day averages and maintains a timing buffer equivalent to her longest typical payment delay.

The breakthrough came during week 9 when another participant with seasonal business income shared their approach to anchoring forecasts on confirmed contracts rather than hoped-for sales. Klara adapted this by creating two parallel tracking systems: one for committed work with signed agreements, another for pipeline opportunities. Six months after finishing the course, she reports spending 20 minutes weekly on tracking instead of the two hours she previously wasted reconciling mismatched expectations with reality.

We offer customized programs for organizations that need multiple team members aligned on consistent tracking methodologies. These aren't just individual courses delivered to groups—we adapt content to address your specific reporting requirements, existing tool ecosystems, and organizational constraints. Past corporate participants included nonprofit finance departments coordinating grant budgets, startup teams managing burn rate during fundraising, and family offices tracking performance across diverse investment portfolios.

Corporate programs typically run as intensive four-week sprints rather than extended quarterly formats. Your team works through condensed workshop cycles focused on immediate application to current projects. We can integrate with your existing financial software or remain tool-agnostic depending on preferences. Minimum engagement is five participants; we cap groups at 18 to maintain interactive session quality.

New cohorts start the first Monday of each month. You can join mid-quarter if space allows, though we recommend beginning at a cycle start to avoid confusion with workshop sequencing. Enrollment stays open until three days before quarter start or when capacity fills—whichever comes first. We maintain strict session size limits to preserve interaction quality, so popular timezones often reach capacity early.

Refund policy is straightforward: full refund if you withdraw within the first two weeks, prorated after that based on remaining sessions. We don't believe in holding people hostage to programs that aren't working for them. Technical requirements are minimal—stable internet connection, ability to run video conferencing software, and spreadsheet access (any tool works, including free options). Most participants use laptops during sessions, but tablets suffice if you're comfortable with smaller screens for data work.