Build your dream future together

I help engaged couples have the money conversations they don't know how to start.

As we’ve all heard a bazillion times, good communication skills are super important in any relationship. As we’ve also all heard and experienced, money is one of those things that is hard to talk about with anyone! If you can have casual but in depth conversations about money and expectations before you’re pissed off that they spent $200 on something without telling you and they’re pissed off that you want to buy plane tickets to see your family every single holiday…wouldn’t that be better?

Have a conversation

Sessions are structured in a way that encourages you and your partner to have conversations. I’m not going to lecture you or tell you what to do; I’m going to help the two of you discuss your options and what you are both comfortable with.

Improve your relationship

Through your conversations with each other, you will strengthen your relationship and build your understanding of each other and your individual points of view.

Real-world takeaways

Each session, you’ll leave with tangible, practical ideas. Everything is relevant to your particular situation and what you two want to discuss.

Start the conversations before the conflict

In a survey of engaged couples by Prepare Enrich (the #1 premarital assessment for over 35 years, according to their website), engaged couples were stressed out by their jobs, financial concerns, wedding planning, and a lack of exercise. Premarital financial coaching isn’t going to help you directly with wedding planning stress or your jobs and DEFINITELY isn’t going to help with a lack of exercise (I struggle with that one too!), but it can help with financial concerns. Whenever you get two people combining lives, there are going to be mismatched expectations and assumptions especially around money. We’ll talk through some common sticking points and I’ll help you discuss what options will satisfy both of you. You will be equipped to continue those tricky money conversations in the future, and walk away with less financial stress and more confidence in yourselves and your relationship.

What is coaching like...?

During our conversations, we’ll cover a range of topics that you two get to customize, everything from “What kind of accounts are we going to have? Is everything ‘our’ money, or are we keeping some separate?” to “How often are we taking vacations, and are we talking tent camping or all-inclusive Caribbean resorts?” By the end of our sessions, you’ll have at least started to work out your family money goals and values, a plan for what to do with your money, and your family budget (or spending plan, if budget is a four-letter word for you!). 

We meet 100% virtually. 

I’m a really easygoing, chill person. I do my best to avoid it, but there’s pretty much always the possibility of an interruption by either my preschool daughter, Rebekah, or our American Staffordshire Terrier, Pikel. Coaching sessions with me are based on a framework I specifically created for engaged couples through the Financial Coaches Network. Most of the time will be spent chatting about the two of you and your goals, desires, and dreams both individually and as a couple.

Member: Financial Coaches Network (FCN)®

*Financial Coaches Network provides training, technology, and operational support to help me be more successful as a financial coach. Being a member means I have the resources to focus less on my business and focus more on serving you.