Financial Intelligence Platform
Join our hands-on learning sessions where you'll work through real financial scenarios and build practical skills that matter. No theory-heavy lectures — just actionable workshops designed around current market challenges.
Reserve Your SpotWork through creating realistic budgets using real expense data and income scenarios. You'll use spreadsheet tools to track spending patterns and identify areas for improvement. Each participant receives a customized budget template to take home.
Practice building diversified portfolios with different risk profiles. We'll analyze various investment options and walk through portfolio allocation exercises. By the end, you'll understand how to evaluate investment opportunities for your specific situation.
Map out long-term financial goals through interactive planning sessions. Work with retirement calculators, savings projections, and debt reduction strategies. This workshop focuses on creating actionable plans rather than theoretical concepts.
Workshop Facilitator & Financial Strategist
Finnegan brings fifteen years of practical experience from both corporate finance and personal financial planning. His workshop approach focuses on real-world application rather than academic theory.
What sets these workshops apart is the hands-on methodology — you'll work through actual case studies and leave with tools you can implement immediately. Finnegan's background includes work with small businesses and individual clients across various financial situations.
