Financial Planning for Couples Session

Session details

You’re a couple with many dreams and aspirations trying to navigate through making decisions about day to day expenses, saving, investing, home ownership, education, retirement, leaving a legacy behind for the next generation and so on. You’re trying to figure out what’s my money and our money? What do we need to do today to make our dream a reality? Well, that’s where the GW Financial management for couples course comes in!
We will help you build a financial management plan! Our financial planning professional will walk through your finances with you to understand your goals as a couple and individuals and run through various what if scenarios and help you settle on a financial plan to help achieve your goals.

Is this for me

This session is great for couples who need help in planning their finances, planning for expenses, figuring out the dynamics of joint savings and investments to help them decide the best options for them as a couple.

What to Expect

• A link to list your debts and expenses prior to your call
• A 60-minute call with an GW financial planner
• Help balancing bills, debt, day-to-day spending, and more
• A one-page personalized budget plan, including how much to pay toward debt
• A personalized Couples financial plan and next steps emailed to both of you

How it Works

1. After you check out, book your session right from the confirmation page. You choose the best day and time for your schedule.
2. Fill out a pre-session questionnaire at least 48 hours prior to your scheduled call. Your coach will use it to prep for your call so the two of you can hit the ground running.
3. When it’s time, your coach will call you on the phone.
4. After your call, your coach will follow up with your budget and debt paydown plans, plus resources to help you use them.