Participant Experiences

The Decluttering Workshop helped me consolidate seven different bank accounts down to two. I now have a clear overview of my finances on a single page, and I spend far less time managing accounts each month. The guided exercises made the process straightforward rather than overwhelming.

I had tried budgeting multiple times before but always abandoned it after a few weeks. The Behavioural Budgeting Workshop showed me why traditional approaches fail and helped me design a system that actually works with my habits. Three months later, I am still using the framework we built.

The Life-Stage Architecture workshop gave me something I did not realize I needed: a framework that covers my entire financial life rather than just the next few years. The transition triggers and stage-specific strategies provide clear guidance on when and how to adjust my approach as circumstances change.

What I appreciated most was the emphasis on understanding behaviour rather than just following rules. The workshop helped me identify why I was making certain financial decisions and gave me tools to adjust my environment so better choices became easier. The small group format allowed for meaningful discussion.

The decluttering workshop exceeded my expectations. I eliminated 12 subscriptions I had forgotten about, consolidated my investments, and simplified my insurance portfolio. The session on creating a digital filing system was particularly valuable. I now find everything I need within minutes.

I completed all three workshops over the past year and each addressed a different need. The decluttering workshop simplified my structure, the budgeting workshop fixed my spending habits, and the life-stage workshop gave me confidence about long-term planning. Highly recommend this progression.