Plan for your future together
Grow the conversation
The goal of our conversations is start digging deeper into your future together. All of your goals have a financial component—imagine how many bucket list items you could cross off if you and your partner were in sync financially? You’re at the perfect life point to start fresh together. Dig into where things were, evaluate where things currently stand, and dream about where you could be in five, ten, thirty years.
Fewer financial concerns
Imagine being on the same page about money as your partner. You’re aligned about goals and dreams, AND how to get there. You’ve planned ahead for future expenses, and you each have spending money each month for whatever you want, no micromanaging.
Have a conversation
Our sessions will not be classes or lectures. My goal is to listen more than I talk. This is about the two of you and what’s important in your lives. You are in control of the decisions!
Advice specific to your life
A benefit to working with a coach is that we don’t have to spend time on topics that are irrelevant to you. We can focus on what’s relevant to YOUR lives.
How Coaching Works
The primary goal of our conversations will be to help you understand each other better, and to build a plan to take you into your joint future. A few of the things we’ll discuss are…
- Bank accounts – Does your current system work for both of you? If yes, great! If no…let’s talk about it and see if there’s a better solution.
- Goals – What are your individual and combined goals for the next few years? Career, family, location, travel etc. How can your money support those goals?
- Spending money – I’m a firm believer in everyone having their own spending money that their partner doesn’t get a say in. My husband spends most of his on video games and board games…I spend mine on everything from clothes to girls nights to video games. As long as we both stay within the amounts that we agreed on, we don’t judge each other on it!
- And of course…everyone’s (well, my…) favorite… Budget – No, not the nasty, “no coffee for you!” kind of budget. The “Let’s fit your priorities in” kind of budget. The kind of budget where you get to go on vacation, and get to have hobbies, pay off student loans, save for retirement, and feel like you’re splurging on Christmas…all without feeling guilty.
- ??? – Have a topic of your own that you’d really like to discuss? Bring it up! That’s what I’m here for.
Pricing
Initial meeting: Free
Our initial meeting is free and lasts 15-30 minutes. We’ll chat about what you’re looking for, what I provide, and if we’d be a good fit.
Couples financial coaching – $750 (payment plan available)
3 months of meetings designed to get you set up on the same page.
- Month 1: 3 meetings where we’ll get clear on goals (both financial and for coaching!), review your current financial situation, and get your budget set up in YNAB
- Month 2: 2-3 meetings where we’ll create a debt payoff plan (if applicable), talk about your money values and where those come from, and continue refining your YNAB budget
- Month 3: 2 meetings to really solidify your plan going forward
- After Month 3, we can either continue to meet if you like the accountability or you can fly free with the opportunity to always check in sometime in the future when things change!
YNAB set-up only (2 sessions): $250
- 90-minute YNAB set-up (or review of your existing YNAB budget)
- 30-minute follow-up session
- 30 days of Voxer support
- Create your joint YNAB Budget