Plan for your future together

Start the conversations

We won’t get through every possible money topic in one conversation. Nor will we get through everything in the six conversations we have together! The goal of those conversations is to just start before the arguing or hurt feelings do. Obviously, I don’t guarantee that you won’t ever argue about money! But the more things that can be discussed ahead of time, the better you’ll be able to understand each other and talk to each other rather than at each other.

Fewer financial concerns

As I’ve said, I’m definitely not an expert at wedding planning, job stress, or exercising. But I can help you feel more confident and less stressed about your financial situation both now and after you get married.

Have a conversation

Our sessions will not be classes or lectures. My goal is to listen far more than I talk. This is about the two of you and what’s important in your lives. I’ll obviously prompt you along the way, but I don’t have all the answers in MY life, let alone yours!

Applicable to your lives

Each session, you’ll walk away with relevant information. If you’ve already talked extensively about where you want to live, then we don’t need to cover that. If, on the other hand, you’re trying to figure out how much you can afford and whether renting or buying makes sense…we can dig into it!

How Coaching Works

So many things go into engagement. Wedding planning of course, but also, what is life going to look like after the wedding? Where will you live, who’s going to pay for what, what do we both actually want out of life (and how do we pay for that?!).

The primary goal of our premarital sessions is to resolve current tension and prevent future conflict by talking through a lot of those big picture things to . What are your individual and combined goals for the next few years? What about after that? How can we align your individual goals with your combined goals and financially support both? One of the most important things to decide before going into much else is how (or if) you’re going to combine your money. One big pot? 50/50 on bills? Based on income? Joint account for bills, individual accounts for fun money? There are pros and cons to all of them, so we’ll talk through what’s the most important to each of you and what might work best.

The primary goal of our newlywed sessions is to make a plan to reach those goals by creating that personalized family budget. A lot of people hear “budget” and assume that means no spending money on fun stuff. On the contrary, a good budget gives you the freedom to spend on the fun stuff you want to spend on without having to stress out about whether you can afford it or not. Vacation, hobbies, date night, Christmas presents…all the fun things belong in your budget just as much as rent/mortgage payments and student loan payments do. There are a zillion budgeting options out there, and as much as I have my personal biases, I know not every program is right for everyone, so we’ll figure out what works for you. All the details? Automate everything? Somewhere in between? Regardless, we’ll discuss and figure it out.


Initial meeting: Free
Our initial meeting is free and lasts 15-30 minutes. We’ll chat about what you’re looking for, what I provide, and if we’d be a good fit.

Premarital Sessions: $600
Four sessions to talk about goals and expectations before you get married. Flexible scheduling, but ideally we’ll meet every other week for 8 weeks. The ideal time to start these sessions is roughly 6 months before your wedding.

Session 1 (60-90 min): The big picture (income, debt, savings, retirement, bills, spending etc.)
Session 2 (60-90 min): Expectations/assumptions
Session 3: Session 3 is split into three sections – a 15-minute individual chat with each person to talk about individual goals and dreams, then a joint 45-60-minute session to combine those together
Session 4: Touch on anything that’s come up over the last 3 sessions that we didn’t get to, plus couple’s choice of topics! Choose from my list or suggest your own.

The Total Package: $1000
Four premarital sessions (listed above) plus four newlywed sessions. 

At the end of our last premarital session, we’ll set our first newlywed session for a few weeks after your wedding. For these, we’ll meet every two weeks for the first three sessions, then we’ll do a follow-up session one month later. Session 2 is typically the longest as we actually set everything up and you figure out how to use whatever system we establish.

Session 1: What kind of spending plan is right for your life (“all the numbers!” or “hands off, out of sight, out of mind”)?
Session 2: Set that budget up, making sure it aligns with your lives and your values.
Session 3: 
See how the first two weeks went, and make a plan for the future
Session 4:
 Check in on how the month went and tweak that plan to be more realistic!

We'll grow together!

My ultimate goal is to help couples build happy, lasting marriages by eliminating some of the money conflicts that often cause issues. After taking a workshop at UW: Madison, I am investigating the next step to take personally, but plan to either enroll in the Accredited Financial Counselor (AFC) program or some type of relationship coaching program in the next year or two.

In the meantime, I am a member of two amazing groups of financial coaches on Facebook where we support each other both through business questions and situational questions. In addition, I am a member of the Financial Coaches Network which gives me support through both the business and client-facing aspects of being a coach and gives me access to a proprietary knowledgebase of advanced personal finance topics designed to help financial coaches better serve their clients.