Foundations: Understanding Your Money Story
Every person carries a financial history. The way money was handled in your family of origin, the first time you earned your own money, the financial moments that felt scary or liberating. These experiences shape your instincts about spending and saving more than any conscious choice does.
The Foundations module helps each partner surface their own money story and understand how it shows up in the relationship. This is not about blame or analysis. It is about becoming aware of the assumptions you are both bringing to the table.
The module includes a guided reflection exercise designed to be completed individually before sharing with a partner. The sharing format is structured so that it stays curious rather than critical.
Dialogue Skills: How to Open a Money Conversation
The way a money conversation starts often determines how it ends. Opening with a complaint or a comparison tends to put the other person on the defensive immediately. This module teaches a different opening structure.
The four-part opening format taught in this module separates the concern from the accusation. It signals that the conversation is about problem-solving, not about assigning fault. This distinction makes a significant difference in how the other person receives what you are saying.
The module also covers what to do when a conversation starts to escalate. There is a specific de-escalation pause format that can be used without either person feeling like they are shutting down the conversation.
Advanced Formats and Working Agreements
Navigating Specific Financial Tensions
Module three provides purpose-built conversation formats for the most common financial tension points. The saver-spender dynamic. Disagreements about large purchases. Different attitudes toward debt. Different visions for the future. Each format is distinct and designed for that specific situation.
This module is the most practical in the course. You will likely find two or three formats that feel immediately relevant to where you are right now.
Closing Conversations with Working Agreements
A conversation without a clear ending often feels unresolved even if it went well. Module four teaches a simple agreement format that closes financial conversations with a documented decision that both partners feel they contributed to.
The agreement format is not a contract. It is a shared record of what you decided and why. It includes a review trigger so that agreements get revisited rather than forgotten.
How to Access the Course
To access the course materials, get in touch with us directly. We will share information about the current format and how to begin.
The course is available as a self-paced digital program. Materials are sent to you after you make contact. There is no fixed start date. You begin when you are ready.
Reach Out
Contact us by email or phone with any questions about the course or to express interest in enrolling.
Receive Materials
Once enrollment is confirmed, course materials are sent to you digitally. You can begin at your own pace.
Work Through the Modules
Move through each module at the pace that works for you and your partner. There is no deadline.
Try the Formats
Use the conversation formats as you go. Most people find the first format usable within days of starting the course.