Partners Coaching

“Just wanted to express gratitude for all your money teachings and tips! My sweetie and I are using it together and it’s helped us talk about money and planning with less shame and guilt.” — RM.

Partners’ sessions are for people whose finances are deeply interconnected: romantic partners, platonic life partners, triads, poly families, etc.

and it’s for those who want to define clear plans and shared goals for ongoing financial interdependence and large goals.

Because there are at least two people involved, there’s complexity, and so these sessions are two hours. Trust me, in my experience working with couples, we will need and use every minute.

Schedule a two-hour Partners’ Appointment

One thing I LOVE about working with partners is the built-in cheerleader(s) each of you have. Seriously, the coolest things happen when we work together on money with the people we’ve picked to build our foundations with.


When, how and how much?

Sessions are available: Mon – Thurs 6:30p EST – 10:30p EST, and Sundays 2p EST – 10p EST. You’ll choose the time that works best for you when you book.

After or when you book, you’ll be invited to fill out a coaching intake form. From the info in that, each partner will be given optional customized prep work for the appointment. I recommend booking at least a week out so you have time to do any prep work and ruminate on the work beforehand.

Our meeting can be done in person in Brooklyn, NY or via a Zoom video call.

The full rate for a two-hour intake appointment is $225, with sliding scale available ($295 – $145).

What happens at an appointment?

Based on what you stated you want to focus on, I use an agile approach to identify and prioritize the most valuable problems to solve, and we focus in on those. As we go “down the list” of what you want to work on, we’ll spend a little less time on each thing.

Expect to leave with a customized resource list and action steps document, and a set up spending, savings, or debt plan. Oh, AND with lots of ideas, excitement, and hopefulness. 🙂

Partners: TO GET STARTED & BOOK AN APPOINTMENT 

  1. Click here to fill out a coaching intake form
  2. Book a date on the calendar & confirm your appointment here

 


When is this not a great pick? 

Are there four or more of you? Are you trying to do something relatively complex like build a mutual agreement on cost-sharing for a compound you’re buying or a cooperative business buy-in/sweat equity model? Are you actually looking to get an educational workshop together for multiple members of your group? For larger group work that you think will need more than two hours, check out the Intensive Co-creation group workshop plan.

Are you trying to manage a large estate or multiple properties? I can (and have) helped many cross-class couples and same-class couples process emotional work and set up great relational structures as related to wealth; however you very well will need or want an estate attorney if you’re thinking about protecting assets and your partner. I have a few great recommendations!

Otherwise – when and you and your partner(s) are ready, book a two-hour partners session here.