Seasonal Budget Mastery Series
Four-part quarterly workshops designed to help you navigate financial changes throughout the year with confidence and clarity
Why Quarterly Planning Works
Most people approach budgeting as a once-yearly exercise, then wonder why their financial plans fall apart by March. Our series takes a different approach — we work with the natural rhythm of seasons and quarters.
Each workshop builds on the previous one, creating a comprehensive system you can use year after year. By December, you'll have experienced a complete financial planning cycle.
Rather than cramming everything into one intensive weekend, we spread the learning across four carefully timed sessions. This gives you time to implement what you've learned and see real results before the next workshop.
Progressive Learning Structure
Each workshop introduces new concepts while reinforcing previous lessons. You'll build your financial skills step by step, with plenty of time to practice between sessions.
Seasonal Adaptability
Learn how to adjust your budget for holiday spending, summer activities, back-to-school expenses, and year-end planning. Each quarter brings different financial challenges.
Cumulative Benefits
By attending all four workshops, you'll develop a comprehensive understanding of annual financial cycles and create systems that work throughout the year.
Your Learning Journey
Each workshop is scheduled to align with natural spending patterns and seasonal financial needs. This timing isn't accidental — it's designed to give you the skills you need exactly when you need them most.
Autumn Reset Workshop
Perfect timing for back-to-school budgets and preparing for the final quarter. We'll cover budget foundations, tracking systems, and goal-setting techniques that actually work in real life.
Holiday Strategy Session
Before the expensive season hits, learn how to plan for gifts, travel, and entertaining without derailing your financial progress. We'll tackle the emotional spending that often accompanies holidays.
Year-End Review & Planning
As the year winds down, we'll help you assess what worked, what didn't, and how to set yourself up for a stronger financial year ahead. This includes tax preparation considerations.
New Year Launch Preparation
Instead of waiting until January to start fresh, we'll prepare your systems in December. You'll enter the new year with concrete plans already in place, not just good intentions.
Choose Your Learning Path
Sophie Chen
Personal Finance Educator & Certified Budget Counsellor
Sophie has helped over 300 individuals develop practical budgeting systems that fit their real lives, not theoretical perfection.
Individual Workshops
Join any single workshop that matches your immediate needs. Each session provides value on its own, though the series works best together.
- Choose specific workshops
- £45 per session
- Flexible scheduling
- Take-home materials included
- Access to online resources
Complete Series Pass
Get the full experience with all four workshops. This approach gives you the complete seasonal budget system and ongoing support throughout the series.
- All four workshops included
- £150 total (save £30)
- Priority booking for future series
- Extended resource access
- Group networking opportunities
- Follow-up support email series
All workshops run from 2:00 PM to 5:00 PM on Sunday afternoons, giving you time to implement what you learn during the week ahead.