The 3-Week Money System
Three weeks. Short, practical lessons. Two live workshops with me. By the end, you'll have a complete money system built around your own numbers - emergency fund to retirement number - and the confidence to run it yourself.
Spots are capped each cohort so the live workshops stay personal
A quick word from me about the course
Video coming soon
Walk away with a system, not just notes
Every lesson is short, single-topic and followed by a task you apply to your own numbers - so by the end you haven't just learned it, you've done it.
Know exactly where you stand
Your real net worth, your true monthly spend, the mistakes most likely costing you money, and where you sit on the order of operations.
Build a system that runs itself
Costs cut, savings automated, your nearest tax cliff-edge identified, your real fees uncovered, and a shortlist of funds or platforms.
Know where you're aiming
Your own retirement number, how you'd actually draw down tax-efficiently, whether inheritance tax matters for your family, and how to keep the plan alive.
An honest look at who this suits
This is for you if...
- You want to sort your whole money life - not just tinker with your ISA
- You'll put in up to 2 hours a week for 3 weeks and do the tasks
- You'd rather learn to make great decisions than pay someone to make them forever
- You like the idea of doing it alongside a small group, with live help from me
It's probably not for you if...
- You want someone to just tell you exactly which products to buy - that's regulated advice, and it's not what this is
- You're looking for stock tips, crypto plays or get-rich-quick anything
- You won't have any time to apply the lessons to your own numbers right now
- You'd rather have a deep one-to-one look at your own situation first - in that case, start with a single session
Sound like you? Grab your spot.
£350, one-off - with a money-back guarantee and lifetime access to everything.
The full curriculum, no mystery
You can see the whole arc upfront. It starts before Week 1 with a short orientation, syllabus and quick intake form - so the live workshops can be tailored to your cohort.
1
Week 1 - Where You Are
Your real position, the common mistakes, and the order of operations.
Week 1 - Where You Are
Your real position, the common mistakes, and the order of operations.
- Know Your Numbers - build your net worth snapshot & true monthly spend
- The Most Common Mistakes - from real client conversations
- The Order of Operations - the full 8-step order and the reasoning behind it
- Emergency Fund: Starter to Full - the right size, best UK accounts, automation
- Clearing High-Interest Debt - snowball vs avalanche, when payoff beats investing
- Employer Match & Tax Basics - the free money you might be declining
- Sinking Funds for One-Off Costs - the car fund is not your emergency fund
- Mortgage Overpay vs Invest - the maths and the psychology, worked through
- Business Owners & Self-Employed - what changes with irregular income
By the end of Week 1: you know your real financial position, the mistakes most likely costing you money, and exactly where you sit on the order of operations.
2
Week 2 - Build the System
Cut costs, automate savings, find your fees, and get tax-smart.
Week 2 - Build the System
Cut costs, automate savings, find your fees, and get tax-smart.
- Cutting Costs Without a Boring Budget - the 'big three' that actually move the needle
- Automate Without Relying on Willpower - payday systems, pay yourself first
- Tax Efficiency - the three big UK cliff-edges, and which is nearest to you
- Salary Sacrifice for High Earners - pulling income back under a threshold
- The Fee Audit - find what your pension and ISA really cost you
- Choosing Low-Cost Index Funds - pick one and stop overthinking it
- Why Single Stocks Are Usually a Mistake - risk and diversification, simply
🎥 Live Workshop 1 (end of Week 2)
A live fee-and-tax audit walked through step by step, followed by open Q&A. You arrive with your own tax bracket and fee findings already in hand.
3
Week 3 - Where You're Aiming
Your retirement number, drawdown, inheritance tax and keeping the plan alive.
Week 3 - Where You're Aiming
Your retirement number, drawdown, inheritance tax and keeping the plan alive.
- The Retirement Number - how to actually calculate it, not a rule of thumb
- Drawdown: Withdrawing Tax-Efficiently - ISA vs pension, lump sum basics
- Inheritance Tax Basics - thresholds, gifting rules, and who it really affects
- Real Client Case Studies - anonymised before/after stories and the decisions made
- Your Ongoing Review System - what to check, how often, so the plan stays alive
🎥 Live Workshop 2 (end of Week 3)
A live review of participants' own numbers and plans - a mini version of the full Voyant modelling process - followed by closing Q&A.
Everything's included, and it's yours to keep
Every template and tool used in the lessons comes with the course - no upsells, no "premium downloads".
Net worth tracker
The spreadsheet from Lesson 1 - yours to keep and reuse for life.
Order-of-operations visual
The 8-step order as a one-page flowchart you can stick on the fridge.
Fee audit worksheet
The structured template used live in Workshop 1 to find your real costs.
Tax cliff-edge card
One page covering the three big UK thresholds - quick to check, easy to keep.
Retirement number calculator
A simplified version of the Voyant-style approach from Week 3.
Sinking fund planner
Plan the car, the roof and the holiday without raiding your emergency fund.
Sample Voyant plan
A real (anonymised) modelled plan, so you can see what "your plan modelled" looks like.
Private cohort community
A private group for your cohort - peer accountability and quick questions between lessons.
Course questions, answered honestly
How much time do I need?
Aim for under 2 hours a week. Lessons are short and single-topic, and each task applies directly to your own numbers - so the time you spend is time spent on your actual finances, not homework for its own sake.
What if I can't make the live workshops?
Both workshops are recorded and you have lifetime access, so you'll never miss the content. That said, the live sessions are where your own questions get answered - they're worth showing up for if you can.
How does the money-back guarantee work?
If you do the course and decide it wasn't right for you, just say so and you'll get your £350 back. No forms, no fuss. A £350 decision shouldn't feel risky.
Is this regulated financial advice?
No - it's financial education and guidance. You'll learn how your money works and how to weigh up your options, but I don't give regulated personal recommendations on specific products. That's what keeps it honest - and a fraction of the cost.
Course or single session - which should I pick?
The course builds your whole money system from the ground up, step by step, alongside a small group. The £200 single session is a deep one-to-one look at your specific situation, modelled live in Voyant. Not sure? Book a free call and I'll tell you honestly which one fits.
I'm a business owner - is it tax deductible?
Potentially, yes - as a legitimate business expense it can cut the real cost by up to 45%. Check with your accountant (I used to be one, so I heartily approve of accountants).
Money-back guarantee
If it's not right for you, you get your £350 back. Simple.
Lifetime access
Every lesson and workshop recording is yours to rewatch, forever.
Small cohorts
Spots are capped so the live workshops stay personal, not a webinar.
Three weeks from now, your money could have a system.
£350, one-off. Lifetime access, a money-back guarantee, and a capped cohort so you're never just a face in the crowd.
Money-back guarantee · Lifetime access · Capped spots