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Financial Planning 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
- Help loved ones uncover money secrets
- Agree on actions through family financial counseling
Deepen your connection with each other . . .develop shared ambitions and life goals
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