Couple’s Money Love

Our work together includes:    

  • Personal Money Minder Software Mentoring –
  • Olivia Mellan’s book Money Harmony
  • Access to a confidential Q & A money coaching group on Facebook
  • Unlimited email access to Carrie between appointments (within reason)
  • Access to Carrie’s personal network of talented professionals
  • A myriad of tools including Monthly and Annual Spending Plans & Summaries, a Periodic Calendar for anticipated non-monthly expenses, a Debt Repayment Plan (if needed), a Needs & Wants/Desires Assessment, an Action Plan and a Net Worth Statement. In addition, you will practice using a Personal Money Practice, Money Affirmations, Money Autobiography, Values Clarification, Earning Ceiling Meditation, Debt & Savings Pyramids, Spending Journal, Life-Energy Number, Holiday Planner, and a Work History Inventory.

In most couples, there is a spender and a saver. Be proactive in your financial partnership to ensure that you and your honey are on the same page. Prevent conflict by gaining awareness about and sharing your financial values. Plan your life together, including your individual needs and wants, and align your spending and earning as a family. This is perfect for couples in any stage of relationship, from integrating finances for the first time to getting married to retirement, the sooner the better!

We will cover:

  • Opening the lines of communication
  • Cultivating financial intimacy
  • Creating the vision of your relationship and shared lifestyle
  • Setting goals for what you want to accomplish and address in your financial life
  • Working together to master tools and understand financial distinctions
  • Creating a targeted debt repayment plan, if needed
  • Letting go of “Money Fog” – avoidance and fear of money
  • Practicing financial awareness on a daily basis
  • Reviewing self-care routines
  • Creating and maintaining a flexible monthly spending plan (a.k.a. budget)
  • Setting yourselves up for success including consistent money dates
  • Saving for periodic expenses, a safety net, and investments
  • Family history
  • Laying the foundation for your long-term financial plan
  • Have a sense of control, freedom and peace of mind about money
  • Analyzing current employment, income strategies, tax planning, and business development