You Are Ready To Take Control of your Household Finances?

-Create your One Page Money Plan, which is easy to follow, and easy to tweak when your circumstances change (no spreadsheets)

-Focus on the important things, so that it's easy to cut out the less important spending

-Work out a plan for your future, understanding where you are at now and build in where you want to be

Module 1: Focus

-What you want to focus on, to bring more love and happiness into your family

-How you can set up your bank accounts so that your focus is what you aim towards

-Why this is important to your family to achieve, to keep it front of mind

Module 2: Reviewing your Income

-How to increase your income without working harder

-What you will do with your money when you have earned more

-How it might impact your tax position (if applicable)

Module 3: Review Your Costs

-How to review your costs to prioritise the ones to keep

-How to cut out the least important costs easily

-Why spending money on things you love is preferred to cutting everything

Module 4: Banking

-How to name your bank accounts so that they mean something

-How you can divide your income into the different bank accounts for their specific purpose

-How to outline the plan on one page, so it's easy to refer back to and stay on track

-Create your intentional money plan that's easy to tweak if circumstances change.

Module 5: Financial Position

-How to create your sideways balance sheet to review your financial position

-What the terminology is so that you can talk to a bank / finance company with ease

-How to assess your current wealth situation, and how to monitor it in the future, including debts

Module 6:Future Planning

-What your next change of life might be (move house or town / retire / send kids away to school... and how to prepare for that)

-How to start thinking about your retirement goals

-Who you need to call on next for support with your financial goals

Couples Money Mentoring Is For You If...

-You are struggling to get on the same page about how to manage money

-You have been chatting about life goals but not sure how to make it work

-You are ready to plan the transition to a new phase of life (retirement / sending kids off to school / moving location)

-You want to make the most of your money and know that things will work out when this happens because you have planned for it (or a version of it)

-You earn "good money" but feel like you can do more with it  

Are you ready to work together to come up with a plan?