Money, Mindset and Marriage

Jelisha Gatling

|

Licensed Marriage Family Therapist at Let’s Unpack Therapy

Ta'Donna Nagle

|

Personal Finance Coach and Instructor and CEO & Founder of Legendary Wealth Builders

Course Overview

Your Relationship With Money

Making Money Moves as a Couple: Present + Future

Oh No Not the B word (B*geting)

Let’s talk about Debt, BABY!

Savvy Saver Secrets

Investing, Insurance, and Wills, Oh MY!

Staying connected to your “Why” as a “We”

Introduction

Talking about money is a touchy subject for many people, especially couples. In fact, research shows that conflict around money continues to be a top stressor in relationships AND the most avoided topic of conversation for couples. However, opening up about your finances early on in your relationship is imperative to meeting your financial goals as a couple. This course will help you to unpack your money baggage (we ALL have it) while giving you the tools to manage your moolah as a team - without the tension.

This purpose of the course is to get in front of financial confrontations that can emerge down the line due to lack of communication or difference in money styles. We provide communication tips, solutions for mindset hurdles, and concrete financial steps that will give you a strong foundation to avoid typical money conflicts in relationships.

Ta’Donna Nagle, Financial Coach and Jelisha Gatling, Licensed Marriage Family Therapist team up as your marriage, money mindset & management Guru’s. We provide interactive quizzes to illuminate your relationship with money and give you valuable tips and tricks to work on growth areas. You’ll get crystal clear on your goals and expectations while discovering that talking about finances doesn’t have to be stressful - believe it or not, it can be fun! This course will set you up for financial success in your marriage with harmony along the way.

What's Included

Every Bandit course includes a mix of content, resources and interactive quizzes designed to help through a relationship milestone.

Videos

18

Learn from licensed relationship professionals

Templates

6

Downloadable resources for you to use outside the course

Quizzes

3

Discover more about you and your partner

Worksheets

2

Collaborate on these questions together

Syllabus

Module 1

Your Relationship With Money

60 mins

  • Meet Jelisha and Ta'Donna

  • Money Scripts - What is your story with money?

  • Quiz on Money Scripts

  • Money Stories: Wrap Up

  • Talkin’ Money with Your Honey

Module 2

Making Money Moves as a Couple: Present + Future

60 mins

  • Aligning Expectations

  • Expectations

  • Money Values, Priorities, and Habit

  • Would you rather...

  • Staying Connected: Money goals, mindset & practices as a couple

  • Financial Vision Board

  • Money Mindset Support Tips

Module 3

Oh No Not the B word (B*geting)

90 mins

  • Establish shared financial goals

  • Finance Goal Setting Worksheet

  • Creating a realistic spending plan

  • Downloadable Template: Budget template

  • Tracking spending habits

  • Downloadable Expense Tracker

  • Money Happy Hour

Module 4

Let’s talk about Debt, BABY!

60 mins

  • Put all your cards on the table

  • Debt payoff Planner

  • Debt payoff Tracker

  • Will that be Paper or plastic?

  • Mindset: Tame the Shame Tips

Module 5

Savvy Saver Secrets

45 mins

  • Putting your savings on autopilot

  • Savings Tracker downloadable template

  • Finding leaks in your budget

  • Time & Energy Savers: Investment or Expense?

  • Money Leaks Template

Module 6

Investing, Insurance, and Wills, Oh MY!

60 mins

  • The 411 on planning for the future #1

  • The 411 on planning for the future #2

  • Estate Planning Tips

  • Organize your financial documents

  • Managing Overwhelm Tips

Module 7

Staying connected to your “Why” as a “We”

30 mins

  • Wrap Up Worksheet

About The Instructors

Hi, I'm Jelisha!

Jelisha Gatling is a Licensed Marriage & Family Therapist in NYC. In her private practice, Let’s Unpack Therapy, she loves helping couples to unpack their baggage and to stop going to bed angry multiple times a week.


Jelisha Gatling

Licensed Marriage Family Therapist at Let’s Unpack Therapy

Hi, I'm Ta'Donna!

Ta’Donna Nagle is a personal financial coach and educator who helps individuals and couples manage and grow their money to live their wildest financial dreams while building generational wealth and legacy.


Ta'Donna Nagle

Personal Finance Coach and Instructor and CEO & Founder of Legendary Wealth Builders

$null.00

This course includes:

  • Lifetime access for both you and a partner

  • Hours of video and content

  • Interactive quizzes and resource library

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