Couple's Financial Bootcamp is a personal financial course designed specifically for newlyweds or anyone in a serious relationship. We are financial planners. In other words, we help people reach their financial goals, including saving, spending and anything and everything in between. Our main goal is to be a helpful resource for families who want to learn to deal with the complexity of finances together. In fact, we found out that it’s common for most couples to avoid having a deep conversation about money until years after getting married. This can become a hot button in the future.
It’s important to carry out any financial planning exercise together, holistically, as a couple. A man’s perspective is no less important than a woman’s or vice versa, but it’s the combination of the two makes a financial plan truly complete.
Working with both partners, financial planners can plug any gaps or weak spots, ensure families have the right financial protection, and line up the family assets so that they perform and grow as well as they possibly can.
We created this course when we saw the lack of helpful tools focused on helping newlyweds get on the same page. Instead of criticizing or nagging, we teach couples to cheer one another on.
This course is designed to help you and your spouse control your finances, so you can control your life...together! Avoid money issues down the road by enrolling in Marriage Money Bootcamp now.
Troublingly, research shows that conflict about money is the #1 cause of relationship strain and divorce. The best way to avoid this is to work together, proactively.
Couples that can't agree on how to spend and save tend not to last very long. If you and your partner have any problems talking about your finances, it’s important to address these to maintain a healthy relationship.
How can you tell if you and your partner have financial views that could jeopardize your relationship? If you do, what can you do about it?
Here are four ways to prevent money arguments
from getting in the way of your happiness.
Your Organizer. Connect your financial decisions to the people and things that matter most.
Your Personal Financial Management website makes it easy to manage both your wealth and your well-being
We've included a practical guide from the country's foremost Marriage Family Therapist & Relationship Expert.
Our team will help you take control of your credit, improve your score, reach your goals, and restore your good name.
We've done the heavy lifting for you and created easy to use spreadsheets with all the necessary formulas built in - just add in your specifics and our spreadsheets will do the rest.
Our experts provide independent, forward-thinking financial advice that aligns with our valued couple’s own goals and priorities.
Award-winning weekly podcast featuring America's top advisors sharing exclusive financial strategies and advice.
If you’d like to schedule a complimentary session either virtually or in person at our South Euclid office, please click the button below to use our contact form. We will be in touch with you soon.
1414. Green Road Suite 105, South Euclid, Ohio 44121
09:00 am – 06:30 pm