Pre & Post Marital Package
Build your family's financial foundation before life makes the decisions for you.
Most couples spend months planning their wedding but very little time discussing how they will actually build a financial life together.
Money disagreements are rarely about dollars alone. They often reflect differences in upbringing, culture, family expectations, identity, values, communication styles, and beliefs about security, success and generosity. Left unexplored, these differences can become recurring sources of misunderstanding throughout a relationship.
The Family Financial Agreement Package
The Family Financial Agreement Package provides couples with a structured, evidence-informed process to intentionally design the financial culture of their relationship. Rather than focusing on investment products or financial advice, we explore how you want your family to think about, discuss and use money throughout your lives together.
This package is suitable for engaged couples, newly married couples, established relationships, blended families and couples wishing to strengthen their financial partnership at any stage of life.
What is included
Five 60-minute couple sessions
Structured exercises and reflective homework between each session
A personalised Family Financial Agreement summarising the decisions, principles and commitments developed throughout the process
Ongoing practical tools that can be revisited as your family grows and changes
