Financially Engaged

More Highlights

Choosing Your Journey

• • Delivers the motivation you need to design and achieve your optimal journey as a couple
  • Eye-opening examples of how you can get much more out of life with less effort
  • My top advice to ensure you’re both passionate about making progress, not just one of you

From "Me" to "We"

• • Relationship advice that sets the technical clutter aside and acknowledges that personal finance is more than just numbers and is, in fact, personal to both of you
  • Insight into the Five Financial Identities that will help you speak each other’s financial language, empathize with each other’s top motivations, and limit those annoying money fights
  • Custom surveys and questionnaires that help you address those “taboo” financial topics upfront
  • A deep dive into one of the most hotly debated topics for engaged and married couples: to combine or not combine finances
  • The Do’s and Don’ts when communicating about your finances to save you from wasted time, dead-end arguments, and unnecessary heartache

Where Do We Stand?

• • The Financially Engaged™ filing system to master your organization. You’ll know what to keep, where to keep it, and how long you should keep it for
  • Steps for taking and sharing your “financial temperature,” so you can lay it all on the table and eliminate financial insecurities and surprises between each other
  • Collaborative tools that I personally use to make organizing two financial lives together as easy as possible
  • An honest picture of wealth, including the methods you can use to quantify your starting point and track your success

Find Your "Why"

• • A purpose-driven framework for sustaining motivation and happiness as a couple, so that each year continues to be better than the last
  • Simple tools to ensure both of your needs and wants are consistently heard, valued, and realized
  • Specific instructions for allocating your hard-earned dollars to what matters most in life

Simplify Your Success

• • A 10-Step Financial Roadmap that guides you confidently through a structured, wealth-building plan, so you can eliminate the guesswork
  • A never-been-easier, automatic system, so you don’t waste your limited time and willpower drowning in unnecessary budgets and debating every single purchase
  • My proprietary Spending Snapshot tool that we both use to gain control and accelerate forward
  • A calendarized checklist for you to track your progress as you grow together

You’re getting a ton of my best material and these are just the highlights! I'm so passionate about helping couples create the best marriage together, so I’ve poured everything I have into this product. I am so excited for you to dive in!