Yes if….

• You have been struggling with feeling like you’re not on the same page financially

• You experience anxiety, fear, shame, anger, sadness, etc. when it comes to money 

• Your partner rolls their eyes when you bring up money, hopes, dreams, fears etc.

• You are making good money but still aren’t making financial progress

• You have a high income or net worth and are asking “now what?”

• You or your partner walk away, shut the conversation down, or avoid talking about important parts of your financial life

• You are experiencing a change in your standard of living upwards or downwards 

• You or your partner is keeping financial secrets, or just revealed financial secrets

• You have anxiety, depression, or chronic worry that is impacting the way you interact with money

• You have family members financially dependent on you that creates mental and relational distress

   Whatever your financial and relational distress, this program will help you with it.

You can go as quickly or slowly through the 10 modules of material as you like.  Once you complete a module, the next one will be unlocked.

What we know from years of experience working with clients is that change takes time.

How long did it take you to become the professional that you are today? We know it took years of specific and intentional training.

How much time, money and other resources have you invested in trying to get onto the same page financially?

How many hours have you spent talking about money (or avoiding money conversations) only to be left feeling stuck and frustrated on your path to financial success and intimacy? 

Building a thriving relationship and financial life deserves the time investment as it will benefit you not just today, but for the rest of your life.

It’s going to take time to get where you want. 

No matter your professional background, if you work with people and money, you know that their psychology plays a major role in their financial decisions. 

Training and teaching thousands of professionals with diverse backgrounds about financial intimacy has not helped them serve their clients better, but saved some of their own marriages divorce.

Yes, I have had professionals tell me this.

Having a coherent and thoughtful framework for understanding why your clients are doing what they are doing with their money and what you can do to help them will empower you to enjoy your job more and feel less frustration and disappointment when your clients don't do what you expect. 

This program is great for Financial Therapists, Financial Planners, Therapists, Money Coaches, Accountants, Estate Planning Attorneys and so many more.

Not at all.

We've designed this course so that you can take it on your own or with your partner

Every single activity and exercise in the course is designed for both circumstances - if you're doing it alone or going through it with a partner.

With years of working with couples under our belt, we understand that your partner may not want to participate. There are some good reasons for this.

1. They think they are going to be blamed or made out to be the bad guy/girl
2. They aren’t sure if this is going to really help.
3. They don’t want to be the one with the problem. 
4. They have felt hurt by you in the past and are scared. 
5. They have an active and untreated mental health issue.

If that is the case and you can’t get them on board you can definitely participate in the program on your own.

What’s great about this is that throughout the program we’ll be giving you the best tools and guidance to engage your partner in this process. You’ll learn tools that will help your partner engage with you on a deeper level about your finances.

This, in some ways, makes you the ideal candidate for the program because you want to talk about money but your partner doesn’t and you need help getting them on board.

If your partner isn’t there to join you yet you’ll still get a lot of value out of doing the program.

Research shows that with couples therapy, even if one partner goes to therapy with the intent of working on the relationship, the relationship improves. The same can be said about this program.

In The Couples Guide to Financial Intimacy, we take a non-blaming, non-pathologizing approach to helping couples foster financial intimacy. This means that both people are understood to bring in both strengths and limitations to their relationship when it comes to love and money.

By fostering empathy and compassion couples learn how to really see where their partner is coming from and then they discover new paths forward and through their financial dilemmas.

Fortunately, this is not high school. This is self-directed learning, healing, and growth. Each module is designed and intended to work together. At the same time, it is understood that each person and couple will have their own needs, cadence, and way that they want to go about working on their relationship. You are welcome to use as much or little of the program as you like.

When couples get intentional about fostering financial intimacy in their relationship we have seen a wide range of changes. For each couple, this will vary, but these are some examples from couples we have worked with.

Objective Improvements

• Paying off large amounts of debt, tens and in some cases hundreds of thousands of dollars
• Increasing savings
• Having more intentional and meaningful financial conversations
• Deciding to retire sooner rather than later
• Overcoming overworking
• Taking dream family vacations
• Resolving back tax issues
• Working through overspending issues (Hint it’s not about a better budget)

Subjective Improvements

• Restoring relationship and financial trust
• Increasing a felt sense of safety and security
• Experiencing financial intimacy
• Far fewer emotional outbursts and shutdowns
• Practicing relationship repair after financial ruptures
• Talking with family and friends more openly about their finances
• Recognizing and working with their financial triggers and stress responses
• Positive adjustment to current social class standing 

Being in therapy, having been in therapy, or starting therapy are all expected and normal parts of tending to your mental and relational health. 

 Addressing your relationship with each other and money can be very psychologically overwhelming and distressing. If you find this to be the case we will provide resources inside the course to help you find a qualified and well-trained couples therapist to work with. 

The Couples Guide to Financial Intimacy has therapeutic elements and benefits, however it isn’t about treating mental health issues and is not a replacement for therapy. 

The course is about exploring and understanding issues that show up in your financial life with your partner and working through and acknowledging that.

Although mental health issues and trauma may be a part of that and we know that many people coming to this work also have parts of their pasts that are very painful and can have lasting effects, this course provides a place for couples to learn, heal and grow together.

We support all people on the journey of fostering mental and relational health. However, this course is not a replacement for therapeutic treatment.

Needing help with financial planning is normal, healthy, and needed. We don’t see clearly through our own lens and a financial planner can offer you an objective outside perspective.

Inside the Couples Guide to Financial Intimacy I give detailed guidance on how to find a good fit for a financial planner and detailed resources on how to find one.

When I talk about financial planners I am talking about CERTIFIED FINANCIAL PLANNERS™ also known as CFP’s®. If you are unfamiliar with working with a financial planner please do some research. Financial planning is not what most people expect, it is so much more.

What we like to tell people is that this work of fostering financial intimacy will either help you be ready to sit down with a financial planner and take steps towards your goals or continue with the advice and guidance your financial planner is helping you with.

Working with a financial planner that has you and your partner’s best interests in mind is critical to long-term success.

The Couples Guide To Financial Intimacy is built on core values that guide everything that we do, develop, and deliver.

We recognize there are a variety of values by which people guide their lives.

We want to be crystal clear about the values we espouse in this program.  You can find a full list of the Program Values here to discover how we see people and how we see the world to determine if this is a fit for you.

We are committed to fostering a non-judgmental open-minded atmosphere so that when we don’t see eye to eye we all agree to remain open and explore how to move forward together.