Build Wealth Together: Financial Education for Couples
Courses, coaching, and tools to help you grow financially as a team.
Your Complete Financial Roadmap
- Courses
- Coaching
- In-House Services
Course list
Budgeting for Two
Learn how to build a shared budget that balances your priorities and keeps both partners aligned.
Credit & Debt Management
Understand credit scores, debt payoff strategies, and how to strengthen your credit as a couple.
Saving for Shared Goals
Create a savings plan for big dreams like a home, travel, or starting a family—together.
Insurance & Protection
Explore the right types of insurance to protect your future and safeguard your partnership.
Tax Basics for Married Couples
Navigate tax filing as a couple with strategies to maximize deductions and avoid surprises.
Investing & Building Generational Wealth
Learn investment fundamentals and how to grow long-term wealth for your family’s future.
How it works
Education
Self-paced video courses, PDFs, workbooks
Coaching
1-on-1 or group coaching to personalize your plan
Implementation
Action tools, financial templates, worksheets
Your 6-Month Journey
Access self-paced video courses, worksheets, and resources to build your financial knowledge as a couple.
Work 1-on-1 with our financial coaches to personalize your budget, goals, and money strategy.
Put your plan into action with tools, templates, and ongoing support to stay accountable and succeed.
Financial calculators
Services
Pre-marital financial coaching
Personalized coaching to help you align your financial goals before saying ‘I do.
Joint budgeting tools
Easy-to-use templates and calculators to build a shared budget that works for both of you.
Home-Buying & Investing Together
Guidance on purchasing your first home and making smart investments as a team.
Estate Planning & Insurance Selection
Support in choosing the right insurance and setting up wills or trusts to protect your future.
Love & Ledger™ Date Night Templates
Fun, interactive templates to turn money talks into meaningful date night conversations.
Free Downloads & Workbooks
Get access to helpful worksheets and resources to strengthen your financial partnership.
In-House Financial Services
Real Estate
Buying your first home or investing in property? Our real estate advisor, Jessica Morales, is a licensed Realtor with 10+ years helping couples find their dream homes.
Investing
Build wealth together with guidance from Michael Chen, CFP®, a certified financial planner specializing in investment strategies for new families.
Taxes
Stay ahead of tax season with Latasha King, EA, an enrolled agent who ensures couples maximize deductions and avoid surprises.
Credit Repair
Boost your credit scores with expert help from Dante Williams, a certified credit consultant known for creating actionable credit improvement plans.
Insurance
Protect what matters most with advice from Amira Patel, a licensed insurance broker who specializes in life, health, and property insurance for couples.
Estate Planning
Plan for the future with Robert Evans, Esq., an estate planning attorney helping couples set up wills, trusts, and legal protections.
