This 2-hour workshop is designed for couples—whether married, engaged, or in long-term relationships—who want to build a strong financial foundation together. Managing money as a couple can be challenging but also incredibly rewarding when done with open communication and a clear strategy. In this workshop, participants will learn how to merge their finances, set shared financial goals, manage debt and savings together, and navigate the sensitive topic of money in relationships. The goal is to help couples create a united approach to their finances, ensuring long-term financial stability and harmony.
Topics to cover:
How to merge finances in a partnership
Setting shared financial goals
Managing debt and savings as a couple
Discussing money in relationships and overcoming financial conflicts
Workshop Goals:
- Create a Unified Financial Plan: Help couples merge their finances in a way that works for both partners, setting clear financial goals and developing strategies for achieving them together.
- Balance Debt and Savings: Equip couples with the tools and strategies to manage debt, build savings, and create financial security for their future.
- Improve Communication about Money: Teach couples how to have open, honest, and constructive conversations about money, overcoming common sources of financial conflict in relationships.
- Build Financial Harmony: Foster a sense of teamwork and trust in managing finances, ensuring that both partners contribute to their financial journey and are aligned with their shared goals.
By the end of this workshop, couples will have a solid understanding of how to approach their finances together, including setting goals, managing debt, saving for the future, and resolving financial conflicts. They will leave with practical tools and actionable strategies to help them achieve financial harmony and security, both as individuals and as partners.
Please be advised that we are not licensed financial advisors, and the information we provide should not be construed as financial advice. All materials, tools, and content shared are intended solely for educational purposes. Our services are grounded in financial education based on personal experience, thorough research, reputable sources, and historical trends. We strongly recommend that you perform your own due diligence and seek guidance from a licensed financial advisor prior to making any financial decisions. While we believe in the value of the products and services we offer, financial education is a dynamic and evolving field. No single resource or perspective should serve as the sole basis for your decisions. It is also important to recognize that financial strategies carry inherent risks, and there is always the potential for financial loss. We encourage you to approach your financial decisions with careful consideration and due caution.
Financial Planning for Couples: Managing Money Together Workshop
Each workshop will be hosted via Google Meet for a duration of 2 hours. The participant who booked the workshop can select a convenient time from our available slots on the scheduling calendar.
This purchase includes participation for up to 4 individuals.
The workshop will be structured as follows: 1.5 hours will be dedicated to a live PowerPoint presentation delivered by one of our experienced education instructors. The session will be interactive, with real-life examples to enhance learning. After the presentation, participants will receive the PowerPoint slides along with a one-page resource guide summarizing the key points covered in the session for future reference.
The remaining 30 minutes will be allocated for a Q&A session, where participants can ask questions. Any questions that cannot be addressed within this time frame will be noted, and we will follow up to ensure all inquiries are answered.
Please note that classes may be recorded. If you prefer not to be recorded, kindly inform us in advance.
