This short, sweet, highly engaging course is designed for busy working people to get on the same page as their partners with money

  • Money Past

    You'll do a deep-dive into your past history with money and your finances

  • Money Present

    You'll get a clear picture of your current money situation and know-how

  • Money Future

    You'll work together to map out your desired financial future

Course curriculum

  • 1
    Welcome to the Course
  • 2
    Kick Off
  • 3
    Goals
  • 4
    Values
  • 5
    Financial Checkup
  • 6
    Different Perspectives on Money
  • 7
    Budgeting Together
  • 8
    Cash Flow
  • 9
    Understanding Risk
  • 10
    Getting Organized
  • Welcome Video Additional Resources
  • Kick Off Video
  • Welcome Welcome Video Goals Course Exercise Word Association Word Association Exercise Video Five Whys Five Whys Exercise Video Goals Exercise Goals Exercise Video Time Horizon and Action Time Horizon and Action Video Making it Real Making it Real Video
  • Welcome Course Welcome Video Course Work Book My Origin Story My Origin Story Video Core Beliefs Core Beliefs Video Core Values Core Values Video My Code My Code Video Making it Real Making it Real Video
  • Financial Checkup Video Financial Wellness Checkup Worksheet (1) Additional Resources
  • Different Perspectives on Money Video Different Perspectives on Money Worksheet Additional Resources
  • Budgeting Together Video Budgeting Together Worksheet Additional Resources
  • Cash Flow Video Cash Flow Worksheet Additional Resources
  • Understanding Risk Video Risk Profile Additional Resources
  • Getting Organized Video Getting Organized Worksheet Financial Inventory Worksheet Personal Financial Statement Additional Resources

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The Time is Now

Getting on the same page with your partner can position you for success with far more than simply money

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