More than Budgets & Joint Banking

Create clear communication and understanding about money

The goal of this course is simple: to have better money conversations and decisions. The Marriage & Money course goes well beyond traditional financial guidance. That's why we include segments from professionals in the fields of finance, education, mediation, therapy, and law. Couples in the program will benefit from:
  • Assistance understanding their current cash flow and how it impacts budgeting.
  • Advice on finding the right financial strategies for both day-to-day living and retirement planning—and how to best execute those strategies.
  • A detailed overview of common issues faced by married couples, such as communication challenges.
  • Insight into each spouse's attitude about and perception of money.
  • Resources, guides, and worksheets to help walk couples through their specific financial situation and how they approach money as a couple.

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Course curriculum

  • 1
    First Things First: Introduction
  • 2
    Communication
    • Communication:
    • Let's Make a Budget
  • 3
    What You Have
    • What You Have
    • Overview of Financial Plan
    • Sample Cash Flow
    • Values List
    • Estate Planning Questionnaire
  • 4
    Risk/Return
    • Risk/Return
    • Can You Beat the Market?
    • Peanut Butter and Jelly Analogy
  • 5
    Retirement
    • Retirement: Where You want to Go
  • 6
    Choosing an Advisor
    • Choosing the Right Advisor
    • Fiduciary Oath
    • Choosing the Right Advisor
    • Services of Financial Advisor
    • Failing The Financial Advisor Review
  • 7
    Behavior
    • Behavior
  • 8
    Examples and Case Studies
    • Putting it all together
    • Decision Model Explained
  • 9
    The Long and Short

Marriage & Money Program Options

All 3 options include full access to the online program

Engaged, Newlywed, Seasoned Spouses & Everyone In-Between

Find the Marriage & Money program option that best fits your partnership

  • The Essentials

    Marriage & Money Course

      • Discussion Board to share with other couples
      • 30-minute follow-up session specific to your partnership*
      • Complimentary Invitation to Live Workshop with M&M professionals*

      *Limited Time Offer

FAQ

  • What makes Marriage & Money different from any other couple's financial course?

    There are no programs (that we are aware of) that include insight and input from financial planners, estate planners, and therapist on money anxieties without selling an investment/insurance product. This program gives you the proverbial peek behind the curtain so you can ask the right questions of your professionals.

  • What do we get out of the course?

    Actionable worksheets and tools, as well as insight into how you and your partner both view and deal with money and conversations about it. Some examples of tools include:

    • Value System worksheet
    • Sample Cash Flow statement
    • Net Worth Statement
    • A Guide to Effective Financial Planning
    • 10 Things to expect out of your financial advisor/planner

    Our goal is to be the most valuable wedding gift you could ever receive!
  • Can't I find all this info somewhere else for free?

    Free advice from your family & friends is the reason we created this workshop – no offense to your favorite Uncle or Aunt. All of the content comes from credentialed professionals. If you went to each professional individually, you'd pay an average of $200 per hour!

  • Do you offer a guarantee?

    We fully expect to meet your expectations with this course. If you are not satisfied, we offer a 100% money back guarantee.