High School Personal Finance Course
​Winter/Spring 2022

VIRTUAL SPRING 2022 COURSE
MAX 10 students
  • For rising Juniors, Seniors, & "ready sophomores"​​​​
  • Course meets high school graduation requirement and will empower your student with lifelong confidence in the area of personal finance.
  • ​Experienced instructor in virtual learning & technologies ​
Dave Ramsey High School self-study platform serves as the base for this robust immersive empowering instructor-led online course. (NOTE: The self-study course alone is not sufficient to meet the graduation requirement for a high-school Personal Finance course).
This virtual course goes beyond just watching videos and answering comprehension questions. Students will anchor the concepts by practicing and interacting with real-world activities empowering them for the future.  During the course the students will also learn the basics of using spreadsheets while completing a few of the budget assignments.

This immersive course is recommended for juniors, seniors can work at a steady pace, who can follow instructions of an online course, and who would like to move into the next season of young adulthood feeling confident in managing their personal finances with a heart of stewardship. :)
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Spring 2020 Millenial class
Foundations in Personal Finance for High Schoolers course: 
* Meets standards and benchmarks in all 50 states
* Meets all Jump$tart national standards
See below for info about the Instructor, the Course, and Registration/Payment.

About the Instructor

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Kathleen cares deeply about people and is passionate about helping them gain traction and forward momentum on their personal finances.  She is an award winning Personal Finance educator, a certified Personal Finance Coach and an ICF trained Personal Coach. 

Since 2010, Kathleen has been leading Personal Finance classes for high school & college students (both virtual and in-person), young adults, couples, and older adults. For students especially, she has witnessed epiphany moments over and over throughout the semester as they begin to really grasp how the world of money works and how they can best steward their time, talents, and treasures. :)

In addition to helping people with personal finances, Kathleen has worked in software development (Bachelors in Math/Computer Science and Masters in Software Engineering), leadership development as Director of Operations, and even had the honor of homeschooling her kids for 15 years. :)  She has also run multiple businesses of her own and has provided financial oversight for small businesses for multiple clients.
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HEARTS Homeschool High School Personal Finance class - Fall 2010
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20-somethings class - Fall 2019

About the Course

COURSE

  • This course is a public school grad requirement in many states and is  comprised of 13 empowering lessons led by experienced online personal finance Instructor.
  • Class is geared toward 16+ year olds (juniors, seniors, college students, and possibly "ready" sophomores), who can work at a steady pace in an online environment and are ready for the material.
  • Roughly 6 hours per week with lessons consisting of :
    • streaming video (using Dave Ramsey's High School self-study course) with comprehension exercises and reading (~2 hrs)
    • graded homework & tests (~4 hrs) with teacher feedback
    • recorded review sessions (10-25 mins)​​​

Schedule

​ High Level Schedule
KICKOFF: Orientation & Tech review
Week 1: Ch 1 - Intro to Personal Finance 
Week 2: Ch 2 - Savings
Week 3: Ch 3 - Budgeting
Week 4: Ch 4 - Debt (part 1)
Week 5: Ch 4 - Debt (part 2)
Week 6: Ch 5 - Life After High School
Week 7: Ch 6 - Consumer Awareness
Week 8: Ch 8 - Investing & Retirement
Week 9: Ch 7&10 - Bargains & Relating
Week 10: Ch 9 - Insurance
Week 11: Ch 11 - Careers/Taxes
Week 12: Ch 13 - Global Economics
Week 13: Ch 12 - Giving
Week 14: Final Exam

WHEN

Jan-Apr (registration closes Jan 1st)
  • Kick-off: week of Jan 10th​
  • Final Exam: due by April 30th

CLASS FEES

​Tuition + Materials Fee
 $397 + $25*
SAVE $20:
  1. *$20 off materials fee if your student(s) has access to the annual Dave Ramsey self-study high school course thru May 2022​
  2. $20 off for a sibling or for anyone that you refer who registers for the same class - they need to note your name on their registration form
Register and pay by Jan 1st - Class fees are due with Registration and will hold your child's spot (in order received) but are fully refundable until Jan 1st.

REGISTRATION ends Jan 1st; PAYMENT holds your spot and is refundable until January 1st.

​Interested? Here is the 3-step process to join us:

  1. ​Fill out and submit the Registration Form.  
  2. You can send a no-fee payment using Venmo, Zelle, Google Pay or PayPal.me (see Class Fees section)
  3. I will send out a confirmation email to parent and then an Orientation email a week before our 1st meeting

​Registration Form below or HERE

​Payment In​structions

CLASS FEES
Tuition: ​$397
​Materials: $25*
Due no later than Jan 1st

Payment is due at time of Registration to hold your child's spot (in order received) Payment refundable until Jan 1st.
​
Save $10 by choosing a no-fee payment method.
SAVE $20:
  1. *$20 off materials fee if your student(s) has access to the annual Dave Ramsey self-study high school course thru August
  2. $20 off for each additonal sibling
  3. $20 off for anyone that you refer who registers for the same class - they need to note your name on their registration form
NOTE:
If you prefer to use a credit card, please  add $10 processing fee. 
​ Save $10 by choosing a non-fee payment method.:
  1. VENMO: www.venmo.com/katalytic
  2. GOOGLE PAY (with bank account or debit card) to [email protected]
  3. ZELLE (instant payment through your bank) to [email protected]
  4. PAYPAL: paypal.me/katalytic8 (from your PayPal savings/checking account)
Policies & Expectations
  1. Access to computer/tablet for internet classwork
  2. Have a Gmail / Google account
  3. Submit homework questions no later than the day before the assignment is due.
  4. Submit Assignments on time EVEN DURING THE SUMMER SESSION.
  5. Understand that tests are NOT accepted late and late assignments are docked 10% per day late up to 3 days and then receive a 0... even during the summer session.
  6. Plagiarism will be addressed
  7. Respond to emails within a day
  8. Make this the best class ever! 😊​
SUMMER PARENTS & STUDENTS - Please be aware that homework is expected on time even with vacations and/or out-of-town guests. Please help your student plan ahead. They can let me know if they need homework assignments early in order to get them done before vacation, etc... (not after). Thx! 😊​
 Full policies can be found HERE

​Email me with any questions at [email protected]

Testimonials

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Kathleen is a fantastic instructor with a true passion for what she’s teaching. My husband and I recently took a class with Kathleen through her company, Katalytic, along with several other 20-something’s and the class left us all thinking “Why don’t they teach this as a standard course in school?!” It is just so, so relevant and no one should be allowed to “graduate into adulthood” without learning this stuff :P  We know that no matter what life stage we're at that starting wise financial habits NOW will really help us in the future. We thank Kathleen for helping us. We could really feel how genuinely she cares about her students and their success. She worked with us to help get us on a path toward achieving our financial goals. Thank you for such a worthwhile investment in our future!

Kaila Diaz

Owner - Bilinguitos Spanish Immersion School
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Fall 2019

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Through the financial course that my wife and I took with Kathleen, we feel 100% more confident in dealing with our finances. We learned crucial financial information that we wouldn’t have even thought to look at before the course. Now, my wife and I know how to budget well and truly manage our money with wisdom and discernment thanks to Kathleen. We are in our early 20s and, honestly, we wish we had learned this stuff even earlier. Not only did Kathleen teach my wife and me so much, but she also fostered a community for a group of us in our 20s to grow together and learn how to be financially responsible.  The earlier you can get ahold of this information the better! And if you are lucky enough to have the chance, I recommend Kathleen Rumford as an instructor.

Ryan and Lauren Allen

Financial Analyst & Medical Scribe
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Fall 2019

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My husband and I took a personal finance peace course with Kathleen and were blown away by her wisdom! She guided us through the process of becoming debt free (someday soon!) and we can’t thank her enough for opening up her home and sharing all she knows about personal finance!

Courtney & Daniel Salazar

Hairstylist & Youth Pastor
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Fall 2019

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Taking this personal finance class with Mrs. Rumford has been so helpful and truly came at the perfect time. Prior to taking the class, I had a minimal understanding of my finances or how to properly budget. I feel so much more confident now managing my money and following a budget. Mrs. Rumford is so knowledgeable and was so helpful throughout the class. She helped me realize that the small decisions I make about my money now will make the biggest difference in my future. I truly believe that this class is relevant no matter what stage of life you are in, and I highly recommend it to anyone looking to learn a little bit more about finances. 

Jamie Wiger

Elementary School teacher
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Spring 2020

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 Starting at a young age, Kathleen Rumford (my mom) taught me crucial skills and mindsets for strategically handling my finances. I also took her financial course when I was 17 and  reviewed it again when I was almost 21. As I've gotten older and faced more responsibilities, It has become blatant how important this financial wisdom really is. As I look around at my early 20's peers, the majority of whom haven't even been taught basic budgeting, I realize how much of an advantage I've been blessed with. There is such a desperate need for the knowledge that Kathleen has to impart for people of all ages!

Elissa Rumford

Freelance Creative and Owner of Open Invite
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2013-2017

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This mentoring did 3 major things for me. First, it raised awareness of my financial situation and upcoming needs. Second, it made me realize that all of the little choices that I make with my money are so important. This has given me an idea of how I need to be handling money. Third, it's made me dream about what my future financial state could be and has given me concrete examples of how to get there. Overall, I feel much more ready to face the world of finances being confident in my own knowledge and having ideas of where to look for help when I need it.

Sophia P

High School senior
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Fall 2016

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​Taking the Personal Finance class with Kathleen has been so helpful. I majored in Economics in college, but knowing the theory of credit, debt, and budget constraints doesn't necessarily mean you're applying that theory in practice. The lessons, Kathleen's guidance, and the conversations with my peers in the course pushed me to actually sit down and create a budget, to be more cognizant of my spending, and to think about my long term financial plans as a young person. I would highly recommend this course!

Heather Little

Teach for America corps member
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Summer 2020

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This Personal Finance class gave me language for the future. I am 19 years old and don’t pay for a mortgage or insurance yet, however this class gave me words to what is coming in the next seasons of life. It also gave me foundational information for how to manage my money and what a healthy perspective of money is. This class is extremely relevant and has been the bridge into my next stage of life. Mrs. Rumford taught this class with 'the heart of a teacher' and was so faithful in walking with me throughout the class. I highly recommend taking Mrs. Rumford's course!

Amy Cole

College sophomore
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Fall 2019

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Worrying about credit and finding  ways to take out car loans are things my friends have been talking about recently. I told them about the sinking fund concept (dividing the full amount needed by the # of months they have so they save up until they have enough cash) and how budgeting is extremely important in everyday life. There have been times I've run so low on money that I don't think I'll be able to last the next week, but once I put together a budget, my finances all make sense on where each dollar needs to go and where I can save or spend. It saves so much stress, and financial stress may as well be one of the most difficult to handle!

Kaysee S

College sophomore
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Fall 2015

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Kathleen's finance class back in high school was easily the best thing I've ever done concerning my education.  To this day, I've retained more information in her one class than I have with any other. Finances can crush you without understanding, yet it can build a firm foundation in a difficult world if you learn it!  You can tell Kathleen is excited to teach finance, as it was exciting for me to learn and participate with ease. 

Steve Gresham

Class of 2010-11  
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Winter 2019

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I attribute much of my daughter's financial prowess to the things she learned with Kathleen. She is now 22 and still putting into effect the principles that impacted her to be a careful spender, a good planner, and wise with her budget. She has made it her goal to stay out of debt and away from the use of credit cards. Not only a blessing to her but to this mama's heart as well!

Anne B.

Mom of High School Senior
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Fall 2014

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Taking Mrs. Rumford's finance class as a high schooler in 2012-2013, gave me a great edge on understanding financial terminology and getting ahead later with my investment strategies. She cares about her students and pushes them to succeed so that they can establish a strong and diverse financial footing early in life. Highly recommended for everyone!

Evan MG

College Student
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Winter 2020

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'I don't know where my life, my finances, would have gone if I hadn't taken Personal Financial Katalyst (using Financial Peace) with Kathleen.' I've repeated this sentence numerous times to family members and friends. Before I took the course, I was passive with my finances and debts, and now I can say with confidence that is not the case anymore. Kathleen not only supported me IN class with copious amounts of wisdom and support, but supported me outside of class with additional information and celebrations as I made progress and achieved small "wins." I cannot recommend this course enough, but moreso, Kathleen Rumford. I mean every word.

Jordan Parker

Educator
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Spring 2020

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Set Your Child Up for a Healthy Financial Future!

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