Happy young couple as first time home buyers.

STARTING OUT
Money Management for Couples
 

Would you like to work together to build your life? 

Congratulations on finding your person! Now, take a little bit of  time to learn—as a team—how to make a sound financial plan for your future together. You will have confidence working with a professional Financial Planner, Myers-Briggs Coach and Registered Retirement Consultant (RRC®). Learn to reframe, recap, be curious and stay in the conversationYou can choose in-person or online learning options.

LET'S START THE CONVERSATION...

  • Was your last conversation about budgeting & money management helpful or annoying? You can learn "the language" to share your needs and dreams and have satisfying conversations.

  • What helpful or destructive money management habits do your have? 

  • Are you on the same path towards shared goals or do you get triggered and give up in silence or in frustration? 

  • How would you prefer to grow your money?

  • Would you like to pay off debt fast and not fight about it?

  • Would you like to understand how to work best together? Discover how your money personality impacts how you handle money.

  • How do you decide on your vacations? 

  • What tools & strategies are you using to track money and stay on top of things? 

  • You can ask your questions about  budgeting, managing cash flow, and understanding credit (credit cards, loans, and mortgages) in a safe private setting.

  • How will you pay bills if you have an untimely accident, illness or death?

 

Working with a professional financial planner and communication expert like Karen will provide an inspiring, solid road to financial well-being.

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STARTING OUT PACKAGE

PRICE: $600.00 + GST

COMPRISED OF 4 SESSIONS

Equal payment option available.

To continue the conversation add sessions as often as needed.