Build Your Financial Foundation Through Guided Learning
Starting in October 2025, our structured programme walks you through net worth calculation step by step. You'll learn practical methods that work for real situations—not theoretical exercises.
We've spent years refining this approach based on what actually helps people understand their financial position. The cohort runs for eight months, giving you time to absorb concepts and apply them to your own circumstances.
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Three Learning Phases That Build On Each Other
Our programme doesn't rush you. Each phase has a specific purpose, and you'll see why the order matters once you start working through the material.
Foundations
We start with asset identification because that's where most confusion happens. You'll learn what counts, what doesn't, and why certain items need special treatment in calculations.
Application
Once you understand the components, we move to actual calculation methods. This is where theory meets your real financial situation, and things start clicking into place.
Integration
The final phase connects net worth tracking to broader financial planning. You'll see how regular monitoring can inform decisions without becoming an obsession.
Learn From People Who've Done This Before
Our programme coordinators have backgrounds in financial education and personal experience with net worth management. They're not reading from textbooks—they've navigated the same questions you're likely asking.
Harlan Thackery
Harlan spent twelve years helping people untangle complicated asset situations. He's particularly good at explaining property valuation nuances and investment portfolio considerations. His sessions focus on practical accuracy rather than perfectionism.
Elowen Ridgemont
Elowen guides students through liability calculations with a straightforward approach that removes stigma from the conversation. She's worked with diverse financial situations and knows how to address common calculation errors before they become habits.
Autumn 2025 Programme Timeline
The cohort begins in October and runs through May 2026. Sessions happen fortnightly, with independent work periods in between. This pacing allows you to process information without feeling overwhelmed.
Programme Commencement
Initial session covers asset categories and introduces the calculation framework. You'll complete a preliminary assessment of your own holdings to identify areas needing clarification.
Asset Valuation Methods
Deep exploration of how to value different asset types accurately. We address market fluctuations, illiquid assets, and items with sentimental versus financial worth.
Liability Assessment
Understanding debt properly is crucial. This phase covers everything from mortgages to personal loans, including how to factor in interest and repayment schedules.
Complete Calculation Practice
You'll work through full net worth calculations with guidance, identifying common errors and developing a personal system that you can maintain independently.
Integration and Next Steps
Final sessions connect net worth tracking to broader financial goals. We discuss monitoring frequency, when to seek professional advice, and how to adjust your approach as circumstances change.