Money Matters in Marriage is a 5-week personal finance course for couples. During this course, couples will be guided through critical conversations around finances and provided with tools and engaged in meaningful conversations to set their relationships up for financial success.

Course Details

4/17/2024 - 5/18/2024

Wednesdays 7pm EST, Saturdays 11AM EST

This series is opened to registered participants. Couples will have two opportunities to participate each week and may choose to attend the Wednesday or Saturday discussion, or both. The topics covered will be the same, but trust me, the conversation will not be the same. The link to the virtual meeting space will be provided.

Course Outline

Week 1 - Money Mindset - During this week we discuss your money mindset and the things that have shaped your views of money. We talk about how your environment, past experiences and past money traumas have contributed to your relationship with money.

Week 2 - Spending Habits - We begin to break down your spending habits and discuss the importance of having open and honest conversations about your finances with your partner. We touch on everything from your job, how much you make, how much you spend and the shift from being single to being in a relationship.

Week 3 - Marrying Your Finances - We work through your starting point; calculating your net worth, budgeting and cash flow. We also talk goal setting and determining what methods will work best for you when it comes to combining your household and outside influences.

Week 4 - Credit and Debt - We will discuss credit and debt and how your history and future credit or debt may impact your relationship and each other.

Week 5 - Planning and Goal Setting We discuss making plans and setting goals. This is where we talk through how to plan for your future. What type of financial conversations you should be having around saving, investing, insurance, trust and estate planning.