Free Couples Checklist: From "I Do" to "Financially Ever After"

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Resources and Investments

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Resources

Legacy Binder Checklist

Gift the gift of love, clarity, and confidence to your loved ones in the case of emergency, incapacity, or death with a legacy binder. Use this checklist to help formulate and centralize documents that loved ones can easily access to honor your wishes or act on your behalf. 

Free

Solopreneur Checklist: Start Your Private Practice Today!

If you are thinking of starting a private practice, this free checklist will get you up and running!     

Free

Investments

The Great Resignation Financial Health and Wellbeing Consult

2021 has been deemed the year of "The Great Resignation". If you are experiencing burn-out, feeling undervalued, stress, and/or anxiety related to your job and want to re-evaluate your priorities in your job and your finances, this session is for you.  This 90 minute session can include (dependent on your needs):  * A Work Life Balance Assessment * Values Activity  * Goal Setting  Make 2022 "The Great Re-set" and set yourself on a path to thrive with this deep-dive and clarifying financial health and well-being consult. 

$350.00 USD

Mindful Money Conversations: Premarital Agreement Bundle

Is for couples who want a relaxed, thoughtful, and facilitated impartial premarital agreement discussion to maximize clarity and minimize time/lawyer fees.  Included in this bundle is 2x 90 minute discussions booked at the couples convenience, essential marital communication tools, and a comprehensive workbook with electronic fillable questions.

$799.00 USD

Financially Healthy Couples Self-Led Program

This is a self-led program for couples who may not be on the same page about finances or are unsure how to do money together. The program consists of 3 modules that will give you a solid foundation in BOTH the emotional and financial way of navigating finances.  Module 1: Money Mindset Module 2: Money Management Module 2: Financial Health and Wealth

$297.00 USD

Supplemental Investments

Money Mindset Power Hour

Hi! The Money Mindset Power Hour will support you in the first module of the Financially Healthy Couples Program. It allows time for a deep dive, a lesson review, or to work through any money beliefs or stories that could hinder your financial health. It could also be used to work on communication and how to have good, solid communication practices as you move forward.

$195.00 USD

Money Management Power Hour

Hi! The Money Management Power Hour will support you in the second module of the Financially Healthy Couples Program. It allows time for a deep dive, a lesson review, or to work through any money management concerns that could hinder your financial health. It could also be used to work on communication and how to have good, solid communication practices as you move forward. Once payment is received, I will email you my appointment scheduler to make an appointment at a time that suits the both of you. 

$195.00 USD

Financial Health and Wealth Power Hour

Hi! The Money Management Power Hour will support you in the third module of the Financially Healthy Couples Program. It allows time for a deep dive, a lesson review, or to work through any financial health and wealth concerns that could hinder your financial health. It could also be used to work on communication and how to have good, solid communication practices as you move forward. Once payment is received, I will email you my appointment scheduler to make an appointment at a time that suits the both of you. 

$195.00 USD