Work Together to Win
Understand your individual money relationships and how they interact with each other
Learn how to manage your finances as a team
Work together to make your shared goals and dreams your reality.
What You'll Learn
Examine Your Relationship with Money
Take a look at your personal wins, losses, perspectives, and history with money and finances to better understand your relationship with money.
Share Your Stories
Come together as a couple, share your financial histories in a safe way, and keep the hard (sometimes) but very good (always) conversations going.
Merge Your Finances
Become one–financially–and bring your accounts under one roof–yours.
What are the biggest priorities and dreams for you and your family? What does your future hold?
Create a Plan
To work together to achieve your goals and see your family’s dreams become your reality.
This is a beta program – you will help us shape this course! Tell us what you want to learn!