Ten modules, worked at your own pace
Your Financial Mindset & Reality: modules 1 to 3
Your Future Financial Design: modules 4 and 7
Investing Fundamentals: modules 5 and 6
Your Routes Forward: modules 8 and 9
Your Financial Action Plan: module 10
Each module is built on the previous one. There is no need to rush through the content. We suggest completing a module within approximately two weeks. This will give you enough time to absorb the knowledge and start the journey of shifting towards new habits and beliefs.
Supported by Your Financial Toolkit
A bespoke set of tools to track your net worth, understand your budget and design your future.
Always connected: We are with you throughout in our WhatsApp group, available for questions and check-ins as you work through the programme.
The Cafe Conversations
A facilitated, safe space to bring your questions, work alongside others and put your learning into practice. The Cafe Conversations are split into practical demonstrations and reflective conversations, twelve in total, held every fortnight.
- Practical demonstrations: we work together from a demonstration file, helping you to gain the most from the Financial Toolkit.
- Reflective conversations: we work together to understand how your individual money story has shaped your current mindset on money, and how to reframe it so that your mindset truly supports your financial design journey.
Meet us on Zoom for your Cafe Conversation (click here to get to our Zoom room). A Zoom invite has been sent directly to your calendar.
Every 2nd Monday, Bangkok 18:00 | Berlin 12:00 (winter) / 13:00 (summer)
The Dates
26 Oct ‘26: The wealth overview (practical)
9 Nov ‘26: What enough looks like (reflective)
23 Nov ‘26: Investing in property (practical)
7 Dec ‘26: The story you were handed (reflective)
Holiday break
18 Jan ‘27: The budget planner (practical)
1 Feb ‘27: Avoidance, shame and guilt (reflective)
15 Feb ‘27: Your future financial design (practical)
1 Mar ‘27: Celebrating mobile careers (reflective)
15 Mar ‘27: How money grows (practical)
15 Mar ‘27: Money and other people (reflective)
Holiday break
12 Apr ‘27: The routes (practical)
26 Apr ‘27: A system that holds (practical)
10 May ‘27: The wealth overview (practical)
24 May ‘27: What enough looks like (reflective)
7 Jun ‘27: Investing in property (practical)
21 Jun ‘27: The story you were handed (reflective)
5 Jul ‘27: The budget planner (practical)
19 Jul ‘27: Avoidance, shame and guilt (reflective)
Holiday break
30 Aug ‘27: Your future financial design (practical)
13 Sep ‘27: Celebrating mobile careers (reflective)
27 Sep ‘27: How money grows (practical)
11 Oct ‘27: Money and other people (reflective)
25 Oct ‘27: The routes (practical)
8 Nov ‘27: A system that holds (practical)
Find the date of your first conversation above and join us! The twelve Café Conversations run fortnightly on a six-month cycle. With nine months of access, you’ll join all twelve and have the chance to revisit some of them a second time.
We are so looking forward working with you!
Warmly,
Maria Clancy & Caren Jakubaschk
Curriculum
- 10 Sections
- 94 Lessons
- 24 Weeks
- Module 1: Clarify your purpose and intentionExplore your purpose and intention & get started with the Wealth Overview Tool.10
- 1.1Resource 1.1: Understanding Your Why15 Minutes
- 1.2Resource 1.2: Intention & Scale10 Minutes
- 1.3Resource 1.3: My life as it is now10 Minutes
- 1.4Resource 1.4: The Wealth Overview Tool60 Minutes
- 1.5Resource 1.5: The Financial Design Tools – Google Sheets or Excel?5 Minutes
- 1.6Resource 1.6: How to save Google Sheets files to your Google Drive5 Minutes
- 1.7Resource 1.7: How to authorise the Google Sheets files5 Minutes
- 1.8Resource 1.8: The Wealth Overview Tool – how to fill the Intro and Nest Egg Tabs60 Minutes
- 1.9Resource 1.9: The Wealth Overview Tool – the 3-Month Overview and Egg History Tabs30 Minutes
- 1.10Cafe Conversation
- Module 2: Uncover limiting beliefs and patternsExplore your past & get started with your Budget Planner Tool7
- 2.1Resource 2.1: Your Money Timeline40 Minutes
- 2.2Resource 2.2: Your Money Autobiography30 Minutes
- 2.3Resource 2.3: Your Influencers in the Past20 Minutes
- 2.4Resource 2.4: The Budget Planner Tool – overview and gather data60 Minutes
- 2.5Resource 2.5: How to fill in your Budget Planner Tool25 Minutes
- 2.6Resource 2.6: Budget Planner – overview & summary5 Minutes
- 2.7Cafe Conversation
- Module 3: Gain a clear view of your current financial positionWork on your money beliefs & gain a clear view of your current expenses and income10
- 3.1Resource 3.1: Your Financial Design Storyboard15 Minutes
- 3.2Resource 3.2: Your Current Money Beliefs15 Minutes
- 3.3Resource 3.3: Your Emerging Money Beliefs20 Minutes
- 3.4Resource 3.4: Your Influencers – now15 Minutes
- 3.5Resource 3.5: Start aligning your spending with your values20 Minutes
- 3.6Resource 3.6: Explore your needs and wants – and how they shape your spending20 Minutes
- 3.7Resource 3.7: Revisit your budget with your values, needs, and wants in mind20 Minutes
- 3.8Resource 3.8: The Budget Planner – fill in your current expenses & income45 Minutes
- 3.9Resource 3.9: Summary – what you have learnt so far5 Minutes
- 3.10Cafe Conversation
- Module 4: Visualise your future lifeSummarise your mindset journey & visualise your future life8
- 4.1Resource 4.1: Synthesise your new belief10 Minutes
- 4.2Resource 4.2: Summarising your mindset journey10 Minutes
- 4.3Resource 4.3: Shaking up your Financial Design10 Minutes
- 4.4Resource 4.4: Visualising my future life & Financial Design40 Minutes
- 4.5Resource 4.5: The Future Scenario Builder10 Minutes
- 4.6Resource 4.6: Add Financial Details to your Visualisation30 Minutes
- 4.7Resource 4.7: The Future Scenario Builder – an example10 Minutes
- 4.8Cafe Conversation
- Module 5: Savings & Investing BasicsLearn about saving and start understanding investing.8
- 5.1Resource 5.1: Set up your future budget20 Minutes
- 5.2Resource 5.2: How much of my money can I safely invest?15 Minutes
- 5.3Resource 5.3: Potential ways of shaking up your Financial Design: excursion on terms & definitions10 Minutes
- 5.4Resource 5.4: Investing Basics5 Minutes
- 5.5Resource 5.5: Why most people don’t invest15 Minutes
- 5.6Resource 5.6: What is the potential of investing?10 Minutes
- 5.7Resource 5.7: Investments & your values30 Minutes
- 5.8Cafe Conversation
- Module 6: Investing BasicsDevelop an understanding of investing basics and how they apply to you.11
- 6.1Resource 6.1: Intro to module 65 Minutes
- 6.2Resource 6.2: Compound Interest & the most important variables for investing15 Minutes
- 6.3Resource 6.3: Investing Basics – The Rule of 7210 Minutes
- 6.4Resource 6.4: Investing Basics – The 4% Rule10 Minutes
- 6.5Resource 6.5: Investing Basics – The Rule of 2520 Minutes
- 6.6Resource 6.6: Investing Basics – Diversification20 Minutes
- 6.7Resource 6.7: Investing Basics – Risk Management20 Minutes
- 6.8Resource 6.8: Investing Basics – What is a portfolio?5 Minutes
- 6.9Resource 6.9: Financial advisors vs doing it yourself5 Minutes
- 6.10Resource 6.10: Investing Basics – Quiz7 Questions
- 6.11Cafe Conversation
- Module 7: Planning for my future Financial Design7
- 7.1Resource 7.1: Your Future Financial Design – Intro5 Minutes
- 7.2Resource 7.2: What do I do if I already have investments?20 Minutes
- 7.3Resource 7.3: Example – how much do I need to invest to make my future scenario happen?10 Minutes
- 7.4Resource 7.4: Exercise – how much do I need to invest to make my future scenario happen?30 Minutes
- 7.5Resource 7.5: Calculate your starting capital’s return on investment20 Minutes
- 7.6Resource 7.6: Facts & Choices
- 7.7Resource 7.7: Summary – your investment tool box5 Minutes
- Module 8: Mapping possible routes forwardExplore ETFs and property investing13
- 8.1Resource 8.1: mapping possible routes forward – overview5 Minutes
- 8.2Resource 8.2: ETFs10 Minutes
- 8.3Resource 8.3: how to invest in ETFs10 Minutes
- 8.4Resource 8.4: different types of ETFs20 Minutes
- 8.5Resource 8.5: mapping possible routes forward – real estate10 Minutes
- 8.6Resource 8.6: real estate – what, where and for whom10 Minutes
- 8.7Resource 8.7: real estate – the figures10 Minutes
- 8.8Resource 8.8: real estate – being a remote landlord10 Minutes
- 8.9Resource 8.9: how to include real estate in your future scenario10 Minutes
- 8.10Resource 8.10: exercise – scaling your response20 Minutes
- 8.11Resource 8.11: exercise – your future scenario20 Minutes
- 8.12Resource 8.12: summary ETFs/ real estate5 Minutes
- 8.13Cafe Conversation
- Module 9: Mapping possible routes forwardExplore additional investment pathways13
- 9.1Resource 9.1: Core & Explore5 Minutes
- 9.2Resource 9.2: Mapping possible routes forward – individual shares5 Minutes
- 9.3Resource 9.3: Mapping possible routes forward – cryptocurrencies10 Minutes
- 9.4Resource 9.4: Mapping possible routes forward – commodities5 Minutes
- 9.5Resource 9.5: Mapping possible routes forward – trading10 Minutes
- 9.6Resource 9.6: Mapping possible routes forward – angel investing10 Minutes
- 9.7Resource 9.7: Mapping possible routes forward – impact investing10 Minutes
- 9.8Resource 9.8: Tax implications5 Minutes
- 9.9Resource 9.9: Strategy overload5 Minutes
- 9.10Resource 9.10: Caren’s Financial Design Journey15 Minutes
- 9.11Resource 9.11: Maria’s Financial Design Journey
- 9.12Resource 9.12: Exercise – scaling your response15 Minutes
- 9.13Resource 9.13: Download5 Minutes
- Module 10: Bringing it all togetherIntegrate your learning into a coherent action plan and simple, sustainable habits.8
- 10.1Resource 10.1: Welcome2 Minutes
- 10.2Resource 10.2: Your mindset journey5 Minutes
- 10.3Resource 10.3: your mindset habits5 Minutes
- 10.4Resource 10.4: Your money journey5 Minutes
- 10.5Resource 10.5: Your money habits5 Minutes
- 10.6Resource 10.6: Your Investment Action15 Minutes
- 10.7Resource 10.7: Stay connected2 Minutes
- 10.8Cafe Conversation
Instructor
