Forty-two percent of couples that regularly talk about money described their relationship as “extremely happy.*”
- Understand one another’s connection to money
- Prevent future conflict through communication
- Build a foundation for your unique story
We’ll help you and your spouse develop a roadmap for success, and have some fun along the way.
What will your roadmap include?
When it comes to money, what matters to you may differ from what matters to your spouse. Having differing opinions is fine as long as you know how to talk when issues arise. Emotions often surround individual spending and savings practices. Consistent, open and honest conversations around your finances now can more easily transfer into effective, productive habits for married life.
Vision, Priorities and Goals
Do you or your spouse have dreams of buying a vacation home, traveling abroad, having children or becoming financially independent at an early age? Working together to develop this list and to achieve common goals increases the odds of your success.
Cash Flow Statement
This document will outline all income sources and expenses for each spouse. What do you spend money on? Maybe you buy new clothes each month or season tickets to sporting events. Understanding your spouse’s spending habits now will likely reduce future conflict.
Money Management Plan
Will you keep separate bank accounts, form a joint account, or maintain both? Who will pay the bills? This plan will help you to identify responsibility for these areas and guide your basic practices.
Mark Blair, father of 18 and 24-year-old daughters and married for 29 years, leads this life-changing workshop. Mark is a proven expert possessing both the Certified Financial Planner and Chartered Financial Consultant designations.
We’ll help you write your Happily Ever After. Engage us today to increase your odds of success.