couples money talk
Are you BOTH speaking the same money language?
Whether there is a lot or little, money can silently kill your harmony
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Whether single, together or "it's complicated", shape up the way you talk about money. Emotions are beautiful, but numbers will always tell a story you need to hear. If you care about each other, let the numbers unite you and NOT divide.
Session Length:
No rush. As long as you need.
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top 10 reasons couples fail
at money
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Failure to Seek Help: Couples may struggle if they don't seek professional advice or counseling when facing financial challenges
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Lack of Communication: They don't openly discuss their financial goals and concerns.
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Different Money Values: Conflicting attitudes toward spending, saving, and investing can lead to disagreements and financial friction.
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No Joint Planning: Failing to create a shared budget or financial plan can result in disorganized finances and missed opportunities.
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Financial Infidelity: Secret spending or hidden debts erode trust and hinder financial transparency.
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Unequal Contributions: Imbalance in financial responsibilities can create resentment and strain the relationship.
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Avoiding Money Conversations: Ignoring financial issues or procrastinating on financial decisions can lead to unresolved conflicts.
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Mismatched Goals: Couples may struggle when their individual financial aspirations don't align with their partner's.
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Lack of Compromise: Inability to find common ground or make compromises on financial decisions can lead to deadlock.
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Ignoring Emergencies: Not planning for unexpected expenses or emergencies can strain finances and create stress.
The WHY
According to a national study conducted by Bread Financial in 2023:
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"64% of coupled consumers admit to financial incompatibility with their partners"
"Forty-four percent (44%) of coupled respondents wish they had more similar financial mindsets as their partners, while 20% value having different financial approaches. Baby Boomers (54%) claim to be the most financially compatible with their partners, while Millennials (23%) are the least."
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According to Fidelity's 2024 Couples and Money study:
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".....45% of partners argue about money at least occasionally and 25% of couples identify money as their greatest relationship challenge."
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who this is for?
Every personal or family circumstance is unique. You could be one, or many, of the traits listed below. Either way, we are here to help maximize your data potential.
Intent
Clarity
Organize
Improve
Age
all
Place in Life
Exploring
Need Organization
Want More
Making Improvements
Feelings About
Money
Uncertain
Angry
Confused
Afraid
Curious
Learning
what to expect
You should walk away from a session confident and clear about your money data. We help define where you stand so that you may understand where you are going.
Gain Personal Insight
Consolidate and Organize
Improve Your Money Trajectory
what people say
Disclaimer
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We do not give financial advice. You may review our Terms of Use here and our Privacy Policy here.
We offer financial opinions based on data voluntarily provided by you. Financial opinions expressed during a session or meeting herein are solely for informational and educational purposes and should not be construed as financial or investment advice. Any investment decisions made as a result from a session or meeting are based on your personal independent opinions and are made at your own risk. Investing in financial markets involves risk, including the potential loss of principal. Past performance is not indicative of future results. Before making any investment decisions, it is recommended to consult with a securities licensed financial professional or conduct thorough research on your own. We disclaim any liability for any direct, indirect, incidental, or consequential damages arising from the use of opinion-based information provided. Our opinions may not be suitable for all individuals or circumstances. You are encouraged to independently verify any information before acting upon it. Experts that assist you may receive compensation or commissions from companies, affiliate, sponsorship or partnership arrangements. Use of financial products or services related to your session or circumstance are determined and independently chosen by you. We do not incentivize, encourage nor condone the sale of such products and services that are not suitable or otherwise explicitly authorized by a client or corresponding individuals.