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 conversation. You can choose in-person or online learning options.
LET'S START THE CONVERSATION...
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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.
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What helpful or destructive money management habits do your have?
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Are you on the same path towards shared goals or do you get triggered and give up in silence or in frustration?
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How would you prefer to grow your money?
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Would you like to pay off debt fast and not fight about it?
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Would you like to understand how to work best together? Discover how your money personality impacts how you handle money.
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How do you decide on your vacations?
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What tools & strategies are you using to track money and stay on top of things?
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You can ask your questions about budgeting, managing cash flow, and understanding credit (credit cards, loans, and mortgages) in a safe private setting.
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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.
