COUPLES SOLUTIONS
FINANCIAL FRICTION TO fully funded FREEDOM
For a young couple, the transition from Financial Friction to Fiscal Freedom is the journey of moving from “arguing about the bill” to “owning your time.” It is the process of shifting from a reactive state, where money causes stress and division, to a proactive state, where your combined resources act as an engine for your shared dreams. For partners ready to strengthen their financial relationship. Guided conversations and practical tools help you communicate openly, align priorities, and build a shared vision for your future together.
Couple
Package
The "Money Date": $250
- 90 minute workshop to break the ice on financial wellness
- Merging accounts strategy
- Defining shared values/goals
- "Yours, Mine, and Ours" framework
The Pre Nup Plan: $1600+
- Not Legal advice, but financial wellness and organization before marriage
- 4 sessions over 2 months
- 1-year and 50year goal mapping
Joint Wealth Builder: $300/month
(6 month minimum)
- Ongoing support for busy couples
- Quarterly "Board Meetings" to review financial wellness
- Annual tax & insurance coordination (working with their CPA/Agent)
- Unlimited priority email access
Client Feedback
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Book a Free Consultation meeting with Jennifer now.
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Frequently Asked Questions
Answer: No. While couples therapy focuses on the emotional and relational dynamics of a partnership, Couples Financial Wellness focuses on the mechanical and behavioral intersection of money and love. We don't just talk about feelings; we build a shared "Financial Operating System" that reduces the friction points that lead to the need for therapy.
Answer: Not at all. In fact, if you were already on the same page, you probably wouldn't need this! This work is designed specifically for "Financial Opposites"—the spender and the saver, or the risk-taker and the security-seeker. We start exactly where you are and build a bridge between your two different money styles.
Answer: This is a common "Financial Power Imbalance" that can lead to resentment or "Financial Infidelity." My work helps transition the relationship from a Lead/Follow dynamic to a Partnership dynamic. Even if one person manages the spreadsheets, both partners need to be aligned on the vision and the values behind the numbers.
Answer: It provides a "neutral language" for money. Most money arguments aren't about the math; they are about values and safety. I provide a communication framework that moves the conversation from "Why did you spend that?" to "How does this purchase align with our shared goals?"
Answer: It can be, but it’s more about system design. We explore whether "All-In," "All-Separate," or a "Hybrid" (Mine/Yours/Ours) model works best for your specific relationship. The "plan" is the output; the "wellness" is the agreement on how to use it.
Answer: Absolutely. "Success" on paper doesn't always equal "Harmony" at home. High-earning couples often struggle with lifestyle creep, complex tax situations, or differing views on legacy and giving. We help successful couples move from "Successful but Stressed" to "Wealthy and Aligned."
Answer: That’s exactly why a third-party framework is helpful. I provide a "Financial Date Night" protocol—a structured, low-stakes way to talk about money that has clear boundaries. This prevents the conversation from spiraling into a conflict and keeps it focused on the future.
Answer: Never. My framework is strictly "No-Shame, No-Blame." We look at "Money Scripts"—the beliefs we inherited from our families—to understand why we act the way we do. Once you understand your partner’s "Money Story," blame is replaced by empathy.
Answer: The webinar is the "Discovery Phase." It provides the tools and the language. If, after the webinar, you realize your situation requires a more bespoke "Architectural Plan" for your specific assets or complex family dynamics, then private work is the logical next step.
Answer: Start with the "Foundations" keynote. It’s designed to be a universal starting point. From there, we provide a resource roadmap that helps you identify if you need a deep-dive workshop on debt, a session on investing, or 1-on-1 support.