Microcourse: How to Set and Achieve Financial Goals

I’ve taken my most popular live workshop, How to Set and Achieve Financial Goals as a Graduate Student or Postdoc, and expanded it into a 6-week microcourse.

The intention is for participants to identify a singular financial goal to work toward (saving, investing, or debt repayment) according to my Financial Framework and learn about and implement tactics to progress toward their goal, both quick wins and longer-term, sustainable actions.

This microcourse is available only through university sponsors who have formed a cohort of at least 25 participants so that they can provide encouragement, accountability, and local insight to one another.

Each week (1-2 hours), the participants will:

• Read/view bite-sized course material
• Complete solo exercises
• Post and/or respond to cohort posts in a private community
• Attend up to two live MoneyLabs (group coaching/Q&A sessions)

The objectives for each week are:

• Week 1: Introduce microcourse; gather self-assessment materials such as balance sheet, credit report, savings rate
• Week 2: Identify their current step on the Financial Framework
• Week 3: Learn what it takes to complete their current step (different course material available for each step); work with calculators and tools
• Week 4: Take at least one immediate action (a quick win)
• Week 5: Plan and start to implement longer-term, sustainable tactics
• Week 6: Create personal resource for when motivation flags, wrap up microcourse

As a bonus, in Week 1, I will facilitate a short survey on how much the participants are paying for certain necessary expenses and create a report drawing from other local available data on the ranges of those expenses. The participants can compare the data in the report to their own spending to identify areas in which they might be able to spend less (if desired).

Pricing for 25 participants:

Tier 1: $7,500

• Microcourse
• One 25-min goals-focused coaching session per participant (scheduled in weeks 2-5)
• One 25-min budget-focused coaching session per participant (scheduled in week 4-6)

Tier 2: $6,250

• Microcourse
• One 25-min goals-focused coaching session per participant (scheduled in weeks 2-5)

Tier 3: $5,000 for the microcourse

Optional: I can come to your campus for an in-person component such as a kick-off, wrap-up, and/or coaching day(s) (travel expenses are in addition).

For participants beyond the first 25, add $200 per participant for Tier 1, $150 per participant for Tier 2, and $100 per participant for Tier 3.