Money Doesn't Have to Be Mysterious

We started teaching rolling budgets because most financial education felt disconnected from how people actually spend money. Since 2021, we've been helping professionals in Thailand understand their cash flow through techniques that adapt to real life, not just spreadsheet theory.

Our Background

Started From Spreadsheet Confusion

Back in 2020, Marissa Teague was working with small business owners who kept saying the same thing: traditional budgets made them feel worse about money, not better. Every month felt like starting from zero.

That's when she discovered rolling budget methodology during a finance workshop in Bangkok. Instead of rigid monthly resets, it tracks spending patterns over time and adjusts predictions based on what actually happens. Made way more sense.

By mid-2021, we'd built our first course around this approach. Started with twelve people in a small office near Phuket Old Town. Most participants saw clearer cash flow pictures within six weeks, not because we taught complicated formulas, but because the method matched how money actually moves.

Financial planning workspace with budgeting materials and documents

Common Problems We Help Sort Out

These issues come up in nearly every cohort. They're normal parts of learning budget management, and each one has practical workarounds.

Irregular Income Tracking

Freelancers and business owners struggle with budgets designed for steady paychecks. Traditional monthly views don't capture their reality.

We teach 13-week rolling windows that smooth out income variations and show spending trends across irregular payment schedules. Helps you see patterns instead of panic.

Category Confusion

People waste hours deciding if something is "entertainment" or "food" or "miscellaneous." The categories become more stressful than helpful.

Rolling budgets focus on total cash flow direction rather than perfect categorization. We show you how to track 4-5 broad buckets that actually inform decisions without spreadsheet paralysis.

Quarterly Expense Surprises

Insurance premiums, tax payments, and annual subscriptions wreck monthly budgets when they hit. Then people feel like they're failing at money management.

The rolling method builds these into ongoing projections so you're setting aside appropriate amounts continuously. No more surprise panic when the insurance bill arrives.
Budget planning session with financial charts and analysis tools
Financial education materials and learning resources
Budget tracking documents and financial planning tools

How We Actually Teach This Stuff

Our courses run for ten weeks because meaningful budget habits take time to develop. You can't learn rolling methodology in a weekend workshop, no matter what other programs promise.

1

Start With Current Reality

First two weeks focus on tracking your actual spending without judgment. Most people discover their money stories don't match their transaction history. That awareness is where everything begins.

2

Build Rolling Windows

Weeks three through five introduce the rolling framework. You'll learn to create 13-week views that update automatically as new weeks roll in. This gives you trend information that monthly budgets completely miss.

3

Adjust and Optimize

Final five weeks focus on refinement. You'll test different forecasting approaches, learn to spot concerning patterns early, and develop adjustment strategies that work for your specific situation.

4

Practice With Real Scenarios

Throughout the program, you'll work through case studies based on actual situations past participants faced. Things like unexpected medical expenses, income dips, and opportunities that require quick financial decisions.

Next Program Starts September 2025

Our autumn cohort opens for enrollment in July. Classes are limited to eighteen participants so everyone gets individual attention during practice sessions.

View Program Details