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New couple eager to plan their finances together

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.


  • 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.

Young couple purchasing their first home


  • The program includes:

    • 4 sessions to complete a financial plan to take you forward.

    • Myers-Briggs decision-making behavioural assessments.

  • Add check-ins every 3 or 6 months to keep on track.

  • Add weekly or monthly sessions to change money habits.

  • Call for a FREE Introduction.

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