Couples Financial Coaching
Manage Your Money Together
An innovative financial service designed for couples looking to harmonize their financial journey
What You Can Explore with This Service
You and your partner will be guided through your finances over six one-hour sessions.
This could include:
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Get on the same page about your finances.
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Understand how to structure and monitor your income and spending based on your goals.
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Reduce unnecessary spending and track your expenses.
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Find the best solution for investing in your shared future.
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Whether it’s your first, second or fifth property, we can ensure you are protected now and in the future.
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Explore the best solutions to save and invest in your current or future family.
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Set up wills, trusts and beneficiaries to protect you and your family.
Meet your Coach
Carolina Rodriguez
Co-founder & Senior Coach
FAQ
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The package focuses on exploring each partner's financial values, habits, and goals to ensure you're aligned. It aims to foster open communication about money, helping you understand and support each other’s financial perspectives, enhancing unity in your financial decisions.
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You'll learn effective strategies for combining your finances, including how to merge bank accounts, establish joint savings goals, and create a budget that reflects both your individual needs and your shared priorities.
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Every couple's financial situation is unique, so there isn't a one-size-fits-all solution when it comes to building a strong financial future together. Our six one-hour sessions are designed to be thoroughly productive and tailored to your specific needs. Between sessions, we'll assign practical homework to reinforce what you've learned and ensure that you're on the right path to achieving financial success as a team. This structured approach allows us to cover all necessary topics in depth and provides you with the tools to continue making informed decisions long after the sessions end.
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Personalized Coaching Sessions: Conduct one-on-one coaching sessions tailored to your goals, challenges, and aspirations.
Task Execution: Delegate tasks to your coach, such as liaising with brokers, accountant, arranging a Will, reviewing your expenditures or continuing pending tasks from the 1:1 sessions.
Flexible Scheduling: Schedule coaching sessions at your convenience within the three-month period.
Goal Setting & Achievement: Work closely with your coach to set, monitor, and achieve your personal and professional goals.
Resource Allocation: Receive guidance on optimizing your resources and managing your finances effectively.
WhatsApp Support: Communicate with your coach conveniently through WhatsApp for quick queries, scheduling, and updates.
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£900 (Advance payment serves as a retainer fee for a period of three months).
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The package is valid for three months from the date of purchase.
Services can be scheduled based on mutual availability.
The hours used on delegated tasks to the coach will be redeemed from of the 6hour package.
Any additional hours beyond the retainer fee will be billed separately.
Cancellation and refund policies apply.
Once the first session takes place, cancellation and refund does not apply.
Can’t find what you’re looking for?
MORE SERVICES
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Free Consultation
Embark on a transformative journey towards financial empowerment with our complimentary 15-minute consultation!.
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1:1 Coaching
Our 1:1 coaching sessions are tailored to empower you on the path to financial success.
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Retainer Coaching Package
Personalised coaching service designed to cater to your unique needs. With this package, you pay a retainer fee that serves as an advance payment for 6 hours of coaching services.
