FINANCIAL SERVICES

"Before, we had arguements all the time about money. Kathryn helped us get our money and plans together. It makes me feel good that we can be so honest with each other and make decisions together based on our spending plan."

— Kathryn Mudie, RN

FINANCIAL SERVICES for COUPLES & FAMILIES

Solving money conflicts in couples and families — and building relationships

Get to the root of your money problems

Understand the motivation for each other’s money behaviors
Support each other’s growth beyond self-defeating patterns

Find deeper connection and intimacy

Share your vulnerabilities about money, aspirations, needs and desires
Learn a common language for talking about money and working toward your dreams
Make independent choices together, and learn how to agree to disagree
Learn financial management skills as part of your plans for a wedding or cohabitation
Learn powerful money skills to teach your children and grandchildren

Create a spending plan that you manage together

Learn a convenient method for tracking income and expenses, balancing accounts and reducing debt
Share control through monthly and annual financial planning that you manage together
Meet your needs and wants without incurring debt
Save for the inevitable rainy day
Save for a new home, retirement financial planning and your future together
Define your shared life plan and take steps to make it real

Help a family member in financial crisis