Get clear on your money, together.
I help couples understand what’s actually happening with their money and how it’s affecting their relationship—so they can work as a team and build wealth with confidence.
Relationship science, with practical financial analysis.
Why this feels harder than it should.
You and your partner love each other. You want to be on the same team. But when it comes to money, things don’t feel simple.
You may recognize the thought: If only my partner would change, we’d be fine.
Underneath that thought is usually something more complex. Different experiences with money. Different fears. Different ways of making decisions. Over time, those differences turn into tension, avoidance, or frustration—even when the numbers themselves aren’t the real problem.
Many couples try to fix this by reading books, setting new rules, or pushing harder. But without shared understanding and a clear direction, nothing really sticks.
What most need isn’t more effort; it’s a way to slow down, see the full picture, and learn how to work together again around money.
This work begins with a structured financial diagnostic designed to help you see where you actually stand and what deserves attention next. Rather than jumping straight into advice or solutions, we slow things down and look closely at your numbers, your patterns, and how decisions are being made together.
Before we meet, you share a clear snapshot of your financial life. That allows our time together to focus on interpretation and direction, understanding what’s working, what’s creating strain, and where meaningful progress is most likely to come from.
Many couples leave this first step with a clearer picture of their finances, renewed alignment around priorities, and a practical sense of how to move forward. Some choose to continue into deeper, guided work together, while others use what they learn to make progress on their own.
This initial diagnostic is called the Wealth Strategy Intensive.
Here’s where the work begins.
Prefer to talk first? You’re welcome to schedule a brief orientation call.
What others are experiencing.
I’m Dee Zimmerman.
Financial relationship coach and wealth-building guide for couples.
I help couples lower the tension around money, understand what’s actually happening beneath the surface, and make confident decisions together.
My work blends practical financial analysis with relationship science, so couples aren’t just making “good money choices,” they’re learning how to work as a team, building a financial future they can enjoy, together.
I’ve worked with couples navigating transitions and complexity. What I see again and again isn’t a lack of discipline. It’s the absence of shared structure and clear direction. That’s what I help couples build, step by step.
I’ve also been married for over three decades, and I know firsthand that partnership, like money, is something you keep practicing. 💚
The Wealth Partnership Pathway
Private, guided work for couples, offered after a Wealth Strategy Intensive.
After completing the Intensive, some couples choose to continue with deeper, ongoing guidance. The Partnership Pathway is the container for that work.
This is for couples who want support not just deciding what to do with their money, but changing how they work together around it. The focus is on building trust in decision-making, aligning around shared goals, and putting practical systems in place that make your money work for you.
Our work is private and shaped by what your diagnostic reveals. Sessions are supported by the Wealth Together course, a comprehensive online curriculum with video lessons and tools that deepen understanding between conversations. The pace, structure, and level of support are tailored to your season and needs, and the Pathway is offered thoughtfully, based on fit.
Learn how the work unfolds after a Wealth Strategy Intensive.
A brief conversation to understand your situation and whether an Intensive is the right first step.
If you’re looking for a small first step.
If a Wealth Strategy Intensive feels right to you, we can begin there. But if it feels too soon, the Money Talks Quiz is a simple, approachable place to start.
Money Talks Quiz
A brief assessment to help you understand how you communicate about money as a couple, and how tension tends to show up. You’ll receive a short guide to help you begin shifting conversations from frustration toward calmer, more productive teamwork.
As heard on…
From the Blog
The first step in the work.
Start with a Wealth Strategy Intensive. A private diagnostic session to understand your numbers, your patterns, and what comes next.
Prefer to talk first? You’re welcome to schedule a brief conversation to talk through your situation and whether an Intensive makes sense.
Stay connected.
I share weekly reflections on money, partnership, and building a calmer financial life together. No pressure. Just perspective.