$950.00 USD

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Merged Marriage

Who this is for:

  • those who want to get on the same page about money and tackle finances TOGETHER.
  • anyone considering marriage or merging finances
  • those who have not taken a personal finance course or who want a refresher
  • those who want ongoing support to be held accountable

 What you'll get:

  • course on financial literacy & the behavior / psychology of money ($250 value)
  • one-on-one coaching sessions with a CFP® professional ($500 value)
  • analysis of current financials & a written plan for future action steps ($1500 value)
  • follow-up support to  hold you accountable (typically $250 per session) 
  • discussion around merging finances (the dos & don'ts) and how to get it done 

All of these things together ($2500 value) are available for a total of $950.