Master Long-Term Financial Planning

Join our expert-led webinar series designed specifically for Canadians looking to build sustainable financial strategies. Learn practical budgeting techniques that actually work in real life, not just on spreadsheets.

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Upcoming Sessions

Each webinar builds on practical skills you can implement immediately. We focus on real scenarios Canadian families face, from mortgage planning to retirement savings.

September 2025

Building Your 20-Year Budget Framework

Start with the fundamentals. We'll walk through creating a flexible budget system that adapts as your life changes. Perfect for anyone who's tried budgeting before but couldn't make it stick.

Led by Zephyra Caldwell
October 2025

Property Investment and Mortgage Strategy

Beyond your primary residence - when does it make sense to invest in property? We'll cover Canadian mortgage rules, tax implications, and realistic return expectations.

Led by Indira Thornfield
November 2025

Retirement Planning That Makes Sense

RRSP, TFSA, workplace pensions - how do they all work together? We'll create a retirement strategy that doesn't require you to live like a monk for 40 years.

Led by Vesper Nightingale
December 2025

Emergency Planning and Insurance

What happens when life doesn't go according to plan? We'll discuss emergency funds, insurance needs, and protecting your financial progress from unexpected setbacks.

Led by Zephyra Caldwell

Learn from People Who've Been There

Our instructors aren't just financial theorists. They've worked with hundreds of Canadian families, helping them navigate everything from first-time home buying to pre-retirement planning.

What sets our approach apart? We focus on strategies that work with real budgets and real life constraints. No perfect scenarios or unrealistic assumptions.

Zephyra Caldwell

Personal Finance Strategist

After 15 years helping families in Victoria and Vancouver, Zephyra specializes in making complex financial concepts actually usable. She's particularly good at working with people who think they're "bad with money."

Indira Thornfield

Property Investment Advisor

Indira has guided over 300 Canadian families through their property investment decisions. She's seen every market condition BC has thrown at investors over the past decade, and shares what actually works.

Vesper Nightingale

Retirement Planning Specialist

Vesper helps people in their 30s and 40s figure out retirement planning before it becomes urgent. Her approach focuses on balanced strategies that don't require extreme lifestyle changes.

Ready to Take Control of Your Financial Future?

Our webinar series starts this fall, with sessions designed to build on each other. You'll leave with practical tools and a clear action plan tailored to your situation.

Interactive Sessions

Ask questions and get personalized guidance during our live Q&A segments

Practical Tools

Downloadable templates and calculators you can use immediately

Real Examples

Case studies from actual Canadian families with similar challenges

Get Started Today