“They’re just a tightwad.”
“My way is the right way.”
“They’re not good with money.”
“It’s my partner who needs to change.”
“Money is common sense.”
“My partner is a shopaholic.”
“Money is hard, and emotional.”
“We will never be able to make progress.”
Transform your beliefs, systems, habits, and results, so you never have to worry about money again (even when the market goes down).
WEALTH, TOGETHER
Personalized 1:1 Coaching
Finally…find a way to talk about money with each other.
Finally…get real progress toward your financial goals, as a team.
Finally…feel confident in your financial future.
My personalized coaching program will guide you step-by-step toward your destination—so you can enjoy your relationship more, make real progress toward your goals, and feel confident in your financial future.
On the journey, you’ll start to see your path more clearly; you’ll clear the obstacles in the way so your money works for you rather than against you; you’ll put tailored-for-you systems in place; and you’ll learn what it will take to get to your final destination.
Say goodbye to conflict, discouragement, and worry.
Here’s what you’ll get…
6 months+ of personalized 1:1 coaching
12, private hour-long sessions
Email and text support between sessions
Free “Money Habitudes” online assessment
FinancialDate Discussion Cards
Year access to group workshops
30% discount off group programs
Premium
coaching option…
2+ hour jumpstart intensive to accelerate your journey
Free one-year subscription to budget app
6 month access beyond program to group coaching calls
Free session with ally coach
In your 12-session program, we’ll journey through these 4 stages…
1.
REFLECT:
Assess & Plan
To begin, we need to know where you’re starting from. We’ll gather your financials to identify the gaps and discover the underlying causes. We’ll discuss the impact of these dynamics in your life, and then shift to creating a vision of your shared “rich” life. You’ll learn about the seven financial milestones along the way to financial independence. And we’ll prioritize your goals and dreams so you have a plan—one you can commit to, and be excited about! Knowing where you’re starting from and where you’re heading will clear the confusion, lessen your stress, and motivate you along the way!
2.
INTERRUPT:
Clear the Obstacles
Let’s make this easier. It’s been hard bumping up against all the roadblocks! We’ll establish an accountability system for when things feel hard. We’ll take a look at your current financial burden and find quick ways to reduce expenses—and possibly move the needle in a significant way. And most importantly, we’ll dive deeper into your communication with one another. You’ll learn one another’s money scripts, reflect on pivotal money moments, and understand (and accept) your money type. Clearing these obstacles will strengthen your partnership and help you move forward in a positive way.
3.
STREAMLINE:
Put Systems in Place
Without systems, progress stalls—so we’ll put them in place! The ones that work best for you. Your confidence will grow as you learn to track your money effectively, plan for the unexpected, optimize your accounts, and automate your systems. With everything streamlined, your efforts to “earn a living” just feel better—you know the paycheck you work hard for is actually working for YOU…for your future. You have the confidence that you’re doing what you need to build your financial future, together.
4.
EMPOWER:
Get to the Finish Line
You’re well on your way now! Let’s measure your progress and celebrate your successes! Then take a peek at what’s around the turn, where work can become a choice, rather than a must! Maybe you’ve never believed it was possible? We’ll help you see what’s needed to get there,* evaluate how your current progress and plan is meeting those needs, and create a roadmap so you’ll know, with confidence, that you’re doing all you can to accomplish your dreams. Financial independence. Your rich life!
*For a deep-dive into understanding the investing world and saving for retirement, we can discuss an extended plan, or the Nest Egg Playbook.
Imagine the two of you leisurely waking up in the morning, stretching with a smile, and thinking of the fun things you have the freedom to do today! Your relationship is strong, and you are proud of the future you’ve been able to build, together. I believe you can get there by working through these steps, as a team. Even the journey “to get there” can be fun!
Continue to worry about your money (and fight about it), while you try to piece it all together on your own. And stress even more because you’re still not making progress, and time feels like it’s running out. Do you want this to continue to impact your relationships, your health, and your performance in other areas of your life?
You have two choices.
Or, climb the mountain and invest in your relationship and your financial future.
I know how to make this work for you. And with your focus and commitment, you can get there.!