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”
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.
Every Bandit course includes a mix of content, resources and interactive quizzes designed to help through a relationship milestone.
Learn from licensed relationship professionals
Downloadable resources for you to use outside the course
Discover more about you and your partner
Collaborate on these questions together
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
Money Values, Priorities, and Habit
Would you rather...
Staying Connected: Money goals, mindset & practices as a couple
Financial Vision Board
Money Mindset Support Tips
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
Put all your cards on the table
Debt payoff Planner
Debt payoff Tracker
Will that be Paper or plastic?
Mindset: Tame the Shame Tips
Putting your savings on autopilot
Savings Tracker downloadable template
Finding leaks in your budget
Time & Energy Savers: Investment or Expense?
Money Leaks Template
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
Wrap Up Worksheet
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.
Licensed Marriage Family Therapist at Let’s Unpack Therapy
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.
Personal Finance Coach and Instructor and CEO & Founder of Legendary Wealth Builders
In this 6 module course, you will get crystal clear about your money styles and how to make them work towards your future goals. You will learn how to prepare (and repair) common scenarios that couples often have to navigate around finances. Each module includes a mixture of video content, quizzes, worksheets, and downloadable templates. You’ll also get a lot of tips and tricks directly from your course instructors along the way!
No, this course is not to replace the advice of a Certified Financial Planner. Although we provide a lot of useful financial information, this course is designed to supplement and add additional guidance. However, some of the advice given, you may need a Financial Planner to help implement according to your specific needs.
The content in this course is geared for individuals who are married or in a serious committed relationship.
Yes! This course is helpful even if you choose to keep your money in separate accounts. Regardless, you need to make sure that you are on the same page with financial expectations, and have a plan in place. This course is helpful in mitigating disconnection and conflict when your money management habits differ so you can move towards your goals as a team.
Absolutely! This course is like going for an annual check-up with the doctor - we want to help you avoid money mishaps and conflict down the road that tend to result from “not knowing”. You will learn exactly where you and your partner are, while defining how to get to your joint financial goals. This course allows couples to discover new things that they didn’t know were important to their partner! Not only will you gain practices and tools to maintain financial health and harmony, but you have the opportunity to grow even closer. Through money mindset work, which is integral to financial health and literacy, you will gain skills to talk about, plan, and manage money with ease and fun!