Money Management for Couples
THE BUILDING FINANCIAL HARMONY WORKSHOP
Learn how to manage money as a couple with this 6-week virtual workshop designed to help you stop fighting about money so you can focus on what counts—your relationships, your family, and the life you want to live.
Do you ever wish you and your partner could get on the same page when it comes to your finances?
Whether you’re a seasoned married couple or a newer couple trying to figure out how to manage your finances together for the first time, you’ve probably noticed that money can be a difficult topic.
That’s because managing money isn’t just about the numbers—it’s about emotions, values, desires, past experiences, beliefs, and more.
So when you’re fighting about money, it’s usually not about about the money.
The Financial Harmony Workshop is designed to help you understand the emotional aspects of managing money and gain insight into how you and your partner think and feel about money.
In this workshop, you will:
Gain a deeper understanding of your own and your partner's money beliefs and behaviors.
Create a shared vision for your life together that incorporates your values and financial goals.
Learn how to constructively communicate about your finances and navigate difficult topics with empathy and understanding.
Gain practical tools and strategies for effectively managing your money together, including budgeting, saving, and debt management.
Create financial intimacy in your relationship, reducing conflicts and increasing trust and cooperation in your financial decision-making.
Course Overview
Week 1: Introduction
We’ll start by talking about the reasons why couples fight about money and you’ll identify which fights you and your partner are having. We’ll also identify what is at stake if you don’t change and commit to a new way of talking about money with your partner.
Week 2: Money Scripts and Beliefs
In this session, you’ll learn about money scripts—the key beliefs and assumptions that each person brings into a relationship. You’ll gain insight into the formative experiences you and your partner had with money and how they affect the way you manage your finances today.
Week 3: Getting on the Same Page
In Session 3, you’ll learn about how to create a strong relationship and start working on creating a shared vision for your life together. You’ll identify common values and set goals for what you’d like to achieve as a couple.
Week 4: Create a Spending Plan
Now that you know what you want as a couple, you’ll work on creating a specific spending and saving plan that aligns with your values and goals.
Week 5: Manage Your Money Together
In Session 5, we’ll talk about the logistics of managing money together, how to have money meetings, and specific rules and guidelines to help you make decisions. For example, you’ll decide how much each person will contribute, how much each person can spend without talking to the other, and what happens if one of you no longer has an income.
Week 6: Specific Money Topics
The final session will be used to address major questions that arose in previous sessions and/or other specific money topics such as debt, budgeting, and saving money.
Meet Your Guide
Hi, I’m Annie!
I’m a financial coach and educator who helps people learn how to confidently manage their money in alignment with their values. My goal is to help you feel good about your money.
I’ve been helping couples manage their money together since I founded Mindfully Money in 2020. I also have a Certificate in Financial Planning and am working toward becoming an Accredited Financial Counselor.
I’ll be leading this class with a little help from my husband of 17 years.
Upcoming Sessions
No current sessions are scheduled. Sign up to be notified as soon as new sessions are available.