Track What Actually Matters in Your Financial Journey
Most people measure the wrong things when it comes to money. We'll show you which metrics reveal real progress and how to use them without drowning in spreadsheets or fancy software you'll never open again.
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Why Traditional Progress Tracking Falls Short
Here's something nobody talks about. You can track every dollar, categorize every expense, and still have no idea if you're actually getting ahead.
The problem isn't discipline or effort. It's that most measurement systems focus on lagging indicators—things that happened weeks or months ago. By the time you notice a pattern, you've already spent three months going the wrong direction.
We teach you to identify leading indicators instead. These are the small shifts that predict bigger changes before they show up in your bank account.
Behavior Patterns
Track decision frequency rather than just outcomes
Velocity Metrics
Measure how quickly you course-correct when things shift
Capacity Indicators
Understand what your system can handle before it breaks
Threshold Awareness
Know exactly when small changes become meaningful trends
A Framework That Works on Tuesday Morning
Not when you're motivated. Not when everything's perfect. But on a random Tuesday when you're tired and the laundry needs folding and you forgot to buy milk. That's when measurement systems either work or get abandoned.
Capture Phase
Set up inputs that take under ninety seconds. Anything longer and you'll skip it when life gets messy. We'll show you exactly what to track and what to ignore.
Pattern Recognition
Learn to spot meaningful shifts in your data. This isn't about complex analytics—it's about knowing which three numbers tell you everything you need.
Response Design
Build decision protocols that activate automatically when certain thresholds hit. No willpower required, just systems that run whether you remember them or not.
What You'll Actually Be Able to Do
This isn't theory. By the end of the program, you'll have measurement systems running that answer questions before you think to ask them.
- Know your real savings rate without checking your bank every day
- Spot cash flow problems three weeks before they hit
- Understand which expenses actually affect your long-term position
- Track investment performance without obsessing over daily fluctuations
- Measure debt reduction momentum instead of just balance amounts
- Build custom metrics for goals that don't fit standard categories
These aren't aspirational outcomes. They're baseline expectations for anyone who completes the core modules and sets up the measurement framework we provide.
Cassian Wexford
Program DirectorI spent seven years building financial dashboards for institutions before realizing most of what we tracked was completely useless for individual decision-making.
The measurement techniques that work for portfolio managers don't translate to regular people trying to make progress. So I rebuilt everything from scratch, starting with the question: what would a system look like if it had to work for someone with two jobs and three kids?
That constraint changed everything. Now I teach measurement frameworks that actually survive contact with real life.
Next Program Starts October 2025
We run this twice per year with cohorts of forty participants. Spring enrollment opens in March, autumn enrollment opens in August.
Program Structure
Eight weeks of structured learning with weekly live sessions and asynchronous work. You'll need about four hours per week—two for the live session, two for implementation and practice.
Everything's designed for people who work full-time. Sessions are recorded if you can't attend live, and all materials stay accessible after the program ends.