Finances Together

Description

Format: Online couple session (60–75 minutes)
Delivery: Zoom / Google Meet + PDF materials
Audience: Engaged or committed couples who want financial clarity and harmony

Service Description:

Money is one of the leading causes of conflict in long-term relationships. This session gives couples a safe space to talk openly about financial habits, expectations, and goals — and create a shared financial strategy that works for both.

With guidance from a relationship and financial wellness coach, you will explore:

• Your individual money mindsets and financial upbringings

• Current financial situation: income, debts, savings, credit

• Spending habits and potential friction points

• Who manages what: roles in budgeting, saving, and planning

• Short- and long-term financial goals: home, travel, kids, retirement

You’ll leave the session with:

• Greater transparency and mutual trust

• A basic framework for joint financial decision-making

• A shared budget template tailored to your lifestyle

What’s Included:

• 1 live 60–75 minute video session with expert guidance

• Pre-session questionnaire to identify money dynamics

• Couple-friendly budgeting template (editable spreadsheet)

• Post-session summary PDF with next steps and recommendations

Why it matters:

Financial stress and secrecy can erode trust. This session promotes open dialogue and teamwork in managing money — laying the groundwork for stability and shared success.