Welcome to our free course on personal finance tips for couples!
In this comprehensive program, we will delve into the fascinating world of money management, providing you with valuable insights and practical strategies to navigate financial matters as a couple.
Together, we will explore the psychology of money, uncovering the underlying beliefs and behaviors that can influence our financial decisions. Additionally, we will cover essential topics such as basic budgeting techniques, the importance of insurance, the intricacies of estate planning, and the significance of retirement planning.
By the end of this course, you will have a solid foundation of knowledge to build a secure and prosperous financial future, enabling you and your partner to make informed choices that align with your shared goals.
So let’s embark on this enriching journey and unlock the keys to financial success as a couple!
Move Moves You Should Know Intro
Understanding Each Other's Money Story
What Do You Want Your Money To Do For You?
When Do You Want To Retire?
What Are Your Money Rule?
Creating A Budget
Establish An Emergency Fund and Sink Fund
Establish A Taxable Account
Determine Life Insurance Needs
Determine Disability Insurance Needs
Determine Estate Planning Needs
Final Takeaways and Bonuses
“Congratulations on completing the course! We’re thrilled to hear that you enjoyed it and found value in our content. If you’re craving more guidance to take your knowledge to the next level, we’re here to help.
Schedule a free consultation call with me today, and let’s discuss how we can further support you in achieving your financial, personal, or business goals. Together, we’ll create a personalized roadmap that suits your unique needs. Don’t miss out on this opportunity to unlock even greater success. I look forward to connecting with you!