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Is This For You?


Are You Ready to Get Your Financial Life in Order?

If you are in a committed relationship, or married a few days to 15 plus years you know that it can be a wonderful thing—but talking about money and creating financial success is an entirely different matter. It takes a lot more than just love.


Do any of these situations sound familiar to you?


You and your partner have contrasting spending habits and money management behaviors and skills.

You want a positive way to communicate about money and spending expectations that will prevent arguments, help you avoid those monthly “surprises”, get budget buy-in and make decisions as a team.

You feel like the pressure to handle family finances is on you and you worry that you don’t make the best money choices and wish your partner would assume more responsibility—yet you have difficulty trusting and giving up control.

You have credit card debt, medical debt and/or student loans and are ready to do something about it.

You feel like your partner doesn’t trust you with your spending and saving habits and you would like to gain your partner’s trust in your financial abilities.

You live paycheck to paycheck and feel like you never have enough money to put towards your big dreams and goals.

You want to get financially organized and learn how to track your money so you can be on top of your financial situation.

You lack a solid financial plan.

You, or your partner, are self-employed and have taken on additional debt to finance your business. You worry about feast or famine and have difficulty riding out the bad times.

You're Likely to Be Successful Working With Me If...

At least one of or both of you has a strong desire to work on your finances as a team.

You’re willing to invest extra time to have “Financial Dates” so you can have the kind of financial and relationship success you really want. You’re excited about having dates to talk about money because you value connection with your partner and want more of it. You like the idea of having fun, productive money conversations. You may be busy but you’re willing to invest the extra time, knowing that progress comes from being proactive instead of reactive.

You’re ready to do something about your financial situation now. You’re tired of listening to your own worn out excuses and are ready to take action so your financial situation changes for good.

You’re ready to take an honest look at your limiting money behaviors and beliefs so you can transform them.

You’re willing to go through this program on your own—even if your partner isn’t ready or willing to do this with you. Many husbands and wives become motivated to join the program after they witness their partners making progress and achieving financial goals.

Your Next Step

Click here to read How I Work to find out more about the results you can expect to achieve as well as my guiding beliefs, values and unique approach.