Live Financial Planning Cohort

Build your path to financial independence, together.

A live, 8-session class for anyone building toward financial independence, not near retirement, not quite ready for a full 1:1 plan yet. You bring a piece of your own situation, we build one example together, based on the group's input, and walk through it session by session.

How the Cohort Works

Eight sessions, shaped by you

Virtual, 90-minute interactive sessions held weekly. The exact order adapts based on what the group needs, but every cohort covers the same core areas. All classes are recorded and available to you for one year.

Foundations

Building Wealth

Protecting & Optimizing

  • What financial planning actually is, and clearing up common misconceptions

  • Clarifying your goals and values

  • Understanding your own money habits and behaviors

  • Cutting through generic rules of thumb

  • Cash flow: understanding the inflows and outflows that determine how much wealth you actually build

  • Investment concepts and asset allocation

  • Building a saving strategy that fits your stage

  • Keeping more of what you earn through smart tax choices, so it grows faster

  • Protecting what you've built through risk transfer, where relevant

  • Choosing the right retirement accounts, and how they're taxed

$360

Next cohort starts in September/October 2026.

Enroll Now

A little about me

Hi, I'm Irene, a Financial Planner running a 1:1 advisory practice for clients nearing retirement or with more complex situations. dyff education came out of a simple observation: a lot of people want to get their finances in order long before they need a full financial plan. This cohort is my way of teaching those same concepts to people at your stage, live and interactive.

Dyff Advisory.

Want to know more about my background? Read more on →