For Couples
Couples Financial Alignment
Topic Specific Consultation
Financial Alignment Series
Retirement transitions for couples can be challenging.
Conflicting spending habits can lead to money disagreements.
Talking about money is, for many, one of the greatest relationship challenges a couples can have.
Topic Specific Consultation for Couples
Is there a money-related issue or decision you’re having difficulty getting on the same page about? Are you tired of trying to come to an understanding but emotions get in the way and derail the conversation so you never get to the agreement part? It’s easy to get too “in the weeds” with a particular sticking point to see a path forward.
Why not bring in a neutral party who’s trained in communication, relationships, and money to help get you on the same page? Oftentimes, having an objective perspective can make all of the difference to come up with a plan that you both agree on.
Topics that couples cover include:
Competing visions for retirement - differing expectations and priorities.
Different ideas of how to support a family member who is struggling financially.
Different ideas about what to do with an inheritance.
Cost: $240 per appointment.
Meeting more than once is an option - if needed.
Couples Financial Alignment
You’ve been a couple long enough to recognize patterns in your partners’ spending and saving habits. Maybe you’ve noticed challenges in your communication about money that make it hard to get on the same page. If so, this series is right for you.
This is an excellent gift for newly married couples or couples who have decided to commit to one another. When it comes to creating current and future financial stability, why not be proactive?
Financial Alignment is a series of four appointments for couples who want to feel confident that they are doing all that they can to create future financial health and well being.
Understanding how - and why - each partner approaches saving, spending and earning are the foundations of financial alignment. In this series of four appointments, we will:
Identify money beliefs - what they are, where they come from and how they influence spending and savings.
Identify shared financial values and priorities.
Learn why regular money conversations are the key to financial intimacy AND make a plan to keep the conversations going that works for both of you.
Cost: $960
The benefits of talking about money include…
Confidence knowing that you and your partner are financially compatible.
Making values-based money decisions that work for you as a couple.
Understanding individual money styles and work with them instead of against them.
Couples who regularly talk about money have happier, more satisfying relationships.
Want to know how Money Mindset Consulting can help you?
Book now for a free consultation phone call to discuss the possibilities.
