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Financial Foresight

Financial Foresight is an eight-week guided experience for taking stock of your financial life as it exists now and creating practical plans for what needs your attention.

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You'll work with your actual numbers, current circumstances, future needs, financial knowledge, priorities, and goals.

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Along the way, you'll build a working budget, savings plan, financial literacy plan, goals and action plan, and a simple way to track your progress.

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The final week is a private one-on-one session to review what you've built and determine what, if anything, needs your attention next.

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The goal is simple: know where you stand and have a plan for what comes next.

Financial Foresigh may be a good fit for you if...

  • You know pieces of your financial situation but don't have one current picture of where things stand.

  • Your income, expenses, responsibilities, or circumstances have changed and your financial plans need updating.

  • You want a working budget based on the life you're actually living.

  • You want to prepare for both immediate reserves and expenses you can reasonably anticipate.

  • Changes in the economy or other circumstances outside your control are affecting your finances, and you need to determine what they mean for you.

  • There are financial subjects or skills you need to understand better, but you're not sure what to learn first or where to find reliable information.

  • You have several financial needs or goals competing for attention and need to decide what to address first.

  • You want a simple way to track what you've done, what has changed, and what needs attention next.

  • You don't need a perfect financial plan. You need an accurate picture and a workable one.

What You'll Work On

Financial Foresight works with the financial life you have now and the plans you need for what comes next.

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  • Your current financial picture
    Bring your income, expenses, obligations, and available resources together so you can see where things stand and what may need adjustment.

  • Your external financial environment
    Identify the economic, employment, family, policy, or other outside circumstances that actually affect your finances and what, if anything, they require you to account for.

  • Your savings plan
    Determine what you need for immediate reserves, anticipated expenses, and future goals, then create a savings plan that reflects those priorities.

  • Your financial literacy plan
    Identify the financial subjects and skills you need to understand, where you can find reliable information, and how you'll continue learning what your life requires.

  • Your priorities and actions
    Determine what deserves attention first and create a short goals and action plan that identifies what you'll address, in what order, and what you'll do next.

  • Your progress-tracking method
    Create a simple way to review what has changed, what you've completed, and what now needs attention.

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By the end, you'll have a practical set of financial tools built around your own circumstances—not a generic financial plan. You'll know where you stand, what needs attention, and what you're going to do about it.

Inside Financial Foresight

​Financial Foresight is organized around seven weeks of guided work followed by a private integration session.

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Week 1 — What Is True Now?
Bring your income, expenses, obligations, and available resources together into a working budget. Identify what is working, what isn't, and what may need adjustment.

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Week 2 — What Is Happening Around You?
Identify the external factors that actually affect your financial situation—such as prices, employment, interest rates, benefits, family responsibilities, housing, or policy changes—and determine which ones need to be accounted for in your plans.

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Week 3 — What Needs to Be Available Later?
Look ahead to immediate reserves, anticipated expenses, and future needs and goals. Build a savings plan around what you can reasonably foresee.

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Week 4 — What Do You Need to Know?
Identify the financial subjects and skills your life requires, find reliable sources of information, and create a practical financial literacy plan.

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Week 5 — What Deserves Attention First?
Look across the financial picture you've built and determine what requires attention, what can wait, and what doesn't need action now.

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Week 6 — What Will You Do?
Turn your priorities into a short financial goals and action plan: what you'll address, in what order, and what action comes next.

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Week 7 — How Will You Keep It Current?
Create a simple method for tracking progress, recognizing changes, and determining when your financial picture or plans need updating.

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Week 8 — Private Integration Session
Meet one-on-one to review what you've built, identify any remaining gaps, and determine what, if anything, needs attention next.

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You leave with a financial picture you understand and plans you can actually use.

Program Details

Financial Foresight


8 weeks | Small group | Maximum 10 participants | 60 minute sessions
$695

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Date:

June 9-July 28, 2027

12:00-1:30 PM Eastern

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Included

  • Seven weeks of guided Financial Foresight group sessions

  • Structured activities and worksheets using your own financial information

  • A working budget

  • A savings plan

  • A financial literacy plan

  • A short financial goals and action plan

  • A simple progress-tracking method

  • A private Week 8 integration session to review what you've built and determine what needs attention next

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Financial Foresight is educational and does not provide financial, investment, legal, or tax advice. When your situation requires professional expertise, identifying what you need to ask or learn can become part of your plan.

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Sessions are not recorded, protecting the privacy of the group and our conversations.

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