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Smart Budget Strategies

Learn from Financial Experts Who've Been There

Our instructors bring decades of real-world experience in budget strategy and financial planning. They've guided thousands through economic ups and downs, and now they're here to share what actually works.

Meet Our Team

Your Financial Mentors

These aren't just textbook teachers. Each instructor has navigated real financial challenges and built successful careers helping others achieve stability.

Garrett Morrison, Senior Financial Strategist

Garrett Morrison

Senior Financial Strategist

Garrett spent 15 years as a credit union advisor before transitioning to education. He's helped over 2,000 families create sustainable budgets during his career. His approach focuses on practical systems that work even when life gets messy—because he knows it will.

Debt Management Emergency Planning Family Budgets
Rachel Chen, Investment Education Specialist

Rachel Chen

Investment Education Specialist

Rachel brings 12 years of portfolio management experience to our classroom. She believes understanding investment basics shouldn't require a finance degree. Her sessions focus on building confidence with concepts that seemed intimidating at first glance.

Portfolio Basics Risk Assessment Retirement Planning
Diana Kowalski, Small Business Finance Advisor

Diana Kowalski

Small Business Finance Advisor

After running her own consulting firm for eight years, Diana understands the unique financial challenges entrepreneurs face. She teaches practical cash flow management and helps students separate personal and business financial goals effectively.

Cash Flow Business Planning Tax Strategy

How We Actually Teach This Stuff

Forget boring lectures about compound interest formulas. Our instructors focus on building skills you'll actually use. Every session includes real examples from their professional experience—the successes and the mistakes.

  • Case studies from actual client situations (names changed, lessons intact)
  • Interactive budget-building exercises with immediate feedback
  • Small group discussions where you can ask the questions you're really thinking
  • Personalized guidance during office hours with each instructor
  • Follow-up resources tailored to your specific financial situation
Instructor leading an interactive financial planning session