Partners in Dime
6-week, live, virtual finance class for adults
6 live group sessions
All sessions recorded
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Your own workbook
Specific homework
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Private support
Bonus content
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YOU BOTH AGREE
that white supremacy and capitalism are the problem, and you want your relationships to feel financially equitable
ONE/BOTH OF YOU NEED
more financial literacy and planning skills, to feel confident that you're making good money decisions, as a team
YOU JOINTLY HAVE
enough money that you can cover your bills every month (if capitalism has you really struggling, maybe check out my other resources)
YOU'RE BOTH READY
to talk about money, to commit 2 hours per week to attending class together, plus 1-2 hours per week to work on money homework
Week 1: How to talk about money
Get clear with yourself about your own boundaries
Practice using River's framework to prepare for a money conversation with each other
Make sure you're both aware of each other's income, debt, savings, and obligations, PLUS non-financial resources and skills
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Week 2: Making cash flow together
Decide how you want to share money, expenses, and debt
Set up budget plans and bank accounts to support you
Create a joint emergency preparedness plan
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Week 3: Work toward big life goals
Determine some big goals you want to work towards separately and/or together
Make a plan to achieve your goals
Realistic retirement planning
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Week 4: Protection via insurance
Understand what insurance you already have
Get appropriate insurance coverage to protect yourselves and each other
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Week 5: Marriage
Make sure you're on the same page about your financial agreements, whether you're married or not
Understand the legal implications of marriage, whether or not you're already married
Calculate how marriage changes your taxes, student loan payments, and other components of financial planning
Protect / replace marriage through other legal documents
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Week 6: Set yourselves up for success
Make sure you've gotten what you need from this program
Make a realistic game plan for how you'll keep doing money together
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Also included:
One private 60-minute call with River
Queer family planning (pre-recorded info)
Ways to save for kids' future needs/goals (pre-recorded info)
Dealing with debt & credit scores (pre-recorded info)
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Frequently Asked Questions
This class is designed for any 2 people in a long-term relationship, who want to navigate money together both on the day-to-day and in big-picture, long-term goals. You don't have to be a romantic couple. You don't have to live together. You don't have to share a bank account.
If there's more than two of you in the relationship, please schedule a Fit Check with me first! I want to be sure this class will fit your needs before you pay for it.
All sessions will be recorded for you!
I would say about half of the content of this program is US-specific, namely: pretty much everything about marriage and insurance, and some of the house-buying and retirement planning info. It's up to you whether investing your money and time into this program feels worth your while!
If you'd like to talk to me about this program or my other services, book a free Fit Check with me! If you'd like to just drop me a note about what country you're in and what you're looking for, email me at river@beintentionalfinancial.com & I'll take it into consideration as I create new services.
All prices in USD